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Financial Services

Make better decisions for your financial products with our unique expertise and tools.

Enable strategic decisions

Financial clients presents unique challenges due to their complex and often sensitive nature. We have the experience to understand these challenges and the tools to provide the solutions financial businesses need.

Our executives understand the unique language of the UK regulatory environment and we know that how you treat your customers is high on the regulatory agenda. We provide input to demonstrate compliance with regulation through mystery shopping; broker, IFA and consultant surveys; customer experience and pricing, communications research, contact centre performance and improvement programmes as well as traditional research methodologies.

Case Studies

  • Public Consultation - Waste

  • Staff Surveys

  • Public Consultation - Council Tax

  • Satisfaction Survey (Housing)

  • Adult Home Care Tracking Product Development

  • Audience Development Plan

  • Loyalty Scheme

  • Prototype Evaluation

  • New Expert Information Product

  • Benchmarking Mystery Shopping

  • Global Advertising Campaign

  • Sentencers' Satisfaction Survey

  • Website Development

  • Strategic Brand Development

  • Competitor Mystery Shopping

  • Brand Development & Product Screening

  • Trade-off Pricing Research

  • Visitor Survey

  • Reader Satisfaction

  • Comms testing alongside NPD

  • Broker Relationship Survey

  • Mixed Media Advertising Analysis

  • Communication: New and existing financial products

  • Affinities Partner

  • Housing Scheme Test

  • Cathedral Visitor Survey

  • International Satisfaction & Development

  • Sports Facility Survey

  • Understanding Attrition

  • Product Development using Ethnography

  • Understanding Local Business Needs

  • Tourism Focus Groups

  • Compliance Mystery Shopping

  • Marketing consultancy for direct insurance

  • Engaging adults back into education

  • International Competitor Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Brand Image Research

  • Brand Development

  • Plasterboard Packaging Research

  • Help Desk Mystery Shopping

  • Revitalising Existing Brand

  • Understanding the use of Temporary Labour

  • Luxury In-store Display

  • Service Delivery Mystery Shopping

  • Understanding Customer Pricing

  • Financial Brand Satisfaction Tracking

  • Developing marketing materials for new products

  • Driving business growth

  • Understanding the Sales Journey Experience from both sides

  • Development of the Direct Offering

Contact Phoenix MRC

Telephone

01242 256816

Email

info@phoenixmrc.co.uk

Location

Whithorne House / London Road / Cheltenham / Gloucestershire / GL52 6UY

Find us

"Phoenix Research, and in particular Susan, make the act of market research effortless. Susan spent quality time with us at all stages of the process, thinking thorough all angles and issues relevant to the particular project. Her communication is fantastic and particularly at the start of the process where regular conversations meant we were all comfortable with the direction of the research, it meant Phoenix were fully up to speed on the market, the audience, the issues in terms of budget and timeframes and it meant the whole process thereafter was easy! Susan works in a very collaborative way throughout, there are no surprises, and she clearly brings a wealth of experience and ideas to the table. Would highly recommend."

 Tracy Adams, Cirencester Family Society

Ready to find out more?

Contact us to discover how we can help your business today.

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