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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

  • Luxury In-store Display

  • Public Consultation - Council Tax

  • Multi-national Usage & Attitude Survey

  • Product Development using Ethnography

  • Competitor Mystery Shopping

  • Driving business growth

  • Visitor Survey

  • Revitalising Existing Brand

  • Tourism Focus Groups

  • Developing marketing materials for new products

  • Understanding Local Business Needs

  • Global Advertising Campaign

  • Communication: New and existing financial products

  • Sentencers' Satisfaction Survey

  • Understanding Customer Pricing

  • Trade-off Pricing Research

  • Website Development

  • International Satisfaction & Development

  • Affinities Partner

  • Benchmarking Mystery Shopping

  • Engaging adults back into education

  • Housing Scheme Test

  • New Expert Information Product

  • Staff Surveys

  • Comms testing alongside NPD

  • Loyalty Scheme

  • Strategic Brand Development

  • Mixed Media Advertising Analysis

  • Cathedral Visitor Survey

  • Satisfaction Survey (Housing)

  • Brand Development

  • Marketing consultancy for direct insurance

  • Understanding Attrition

  • Financial Brand Satisfaction Tracking

  • Reader Satisfaction

  • Audience Development Plan

  • Broker Relationship Survey

  • Sports Facility Survey

  • Compliance Mystery Shopping

  • Understanding the Sales Journey Experience from both sides

  • Understanding the use of Temporary Labour

  • Development of the Direct Offering

  • International Competitor Mystery Shopping

  • Service Delivery Mystery Shopping

  • Help Desk Mystery Shopping

  • Public Consultation - Waste

  • Brand Development & Product Screening

  • Plasterboard Packaging Research

  • Adult Home Care Tracking Product Development

  • Prototype Evaluation

  • Brand Image Research

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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