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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

  • Development of the Direct Offering

  • Visitor Survey

  • Trade-off Pricing Research

  • Help Desk Mystery Shopping

  • International Competitor Mystery Shopping

  • Staff Surveys

  • New Expert Information Product

  • Developing marketing materials for new products

  • Cathedral Visitor Survey

  • Satisfaction Survey (Housing)

  • Benchmarking Mystery Shopping

  • Loyalty Scheme

  • Public Consultation - Council Tax

  • Understanding Local Business Needs

  • Revitalising Existing Brand

  • Product Development using Ethnography

  • Brand Image Research

  • Comms testing alongside NPD

  • International Satisfaction & Development

  • Public Consultation - Waste

  • Prototype Evaluation

  • Tourism Focus Groups

  • Brand Development & Product Screening

  • Plasterboard Packaging Research

  • Compliance Mystery Shopping

  • Marketing consultancy for direct insurance

  • Engaging adults back into education

  • Adult Home Care Tracking Product Development

  • Service Delivery Mystery Shopping

  • Mixed Media Advertising Analysis

  • Communication: New and existing financial products

  • Broker Relationship Survey

  • Understanding the Sales Journey Experience from both sides

  • Sports Facility Survey

  • Understanding Customer Pricing

  • Understanding the use of Temporary Labour

  • Multi-national Usage & Attitude Survey

  • Strategic Brand Development

  • Audience Development Plan

  • Driving business growth

  • Competitor Mystery Shopping

  • Website Development

  • Brand Development

  • Global Advertising Campaign

  • Luxury In-store Display

  • Affinities Partner

  • Housing Scheme Test

  • Understanding Attrition

  • Financial Brand Satisfaction Tracking

  • Sentencers' Satisfaction Survey

  • Reader Satisfaction

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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