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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

  • Financial Brand Satisfaction Tracking

  • Loyalty Scheme

  • International Satisfaction & Development

  • Comms testing alongside NPD

  • Satisfaction Survey (Housing)

  • Understanding Local Business Needs

  • Website Development

  • Prototype Evaluation

  • Tourism Focus Groups

  • Competitor Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Public Consultation - Waste

  • Adult Home Care Tracking Product Development

  • Staff Surveys

  • Mixed Media Advertising Analysis

  • Brand Development & Product Screening

  • Communication: New and existing financial products

  • Understanding the Sales Journey Experience from both sides

  • Compliance Mystery Shopping

  • Benchmarking Mystery Shopping

  • Audience Development Plan

  • Luxury In-store Display

  • Product Development using Ethnography

  • Driving business growth

  • Cathedral Visitor Survey

  • Revitalising Existing Brand

  • Understanding the use of Temporary Labour

  • Sports Facility Survey

  • Plasterboard Packaging Research

  • Trade-off Pricing Research

  • Public Consultation - Council Tax

  • Brand Image Research

  • International Competitor Mystery Shopping

  • New Expert Information Product

  • Multi-national Usage & Attitude Survey

  • Developing marketing materials for new products

  • Development of the Direct Offering

  • Understanding Attrition

  • Marketing consultancy for direct insurance

  • Affinities Partner

  • Strategic Brand Development

  • Help Desk Mystery Shopping

  • Service Delivery Mystery Shopping

  • Reader Satisfaction

  • Broker Relationship Survey

  • Visitor Survey

  • Understanding Customer Pricing

  • Brand Development

  • Housing Scheme Test

  • Engaging adults back into education

  • Global Advertising Campaign

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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