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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

  • Service Delivery Mystery Shopping

  • Cathedral Visitor Survey

  • Audience Development Plan

  • Competitor Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Engaging adults back into education

  • Marketing consultancy for direct insurance

  • Staff Surveys

  • Luxury In-store Display

  • Plasterboard Packaging Research

  • Satisfaction Survey (Housing)

  • Communication: New and existing financial products

  • Sports Facility Survey

  • Adult Home Care Tracking Product Development

  • Visitor Survey

  • Benchmarking Mystery Shopping

  • Housing Scheme Test

  • International Competitor Mystery Shopping

  • Affinities Partner

  • Trade-off Pricing Research

  • Understanding Attrition

  • Development of the Direct Offering

  • Loyalty Scheme

  • Global Advertising Campaign

  • Driving business growth

  • Brand Development

  • Sentencers' Satisfaction Survey

  • Help Desk Mystery Shopping

  • Broker Relationship Survey

  • Revitalising Existing Brand

  • Reader Satisfaction

  • New Expert Information Product

  • Multi-national Usage & Attitude Survey

  • Brand Development & Product Screening

  • International Satisfaction & Development

  • Public Consultation - Waste

  • Website Development

  • Understanding Local Business Needs

  • Developing marketing materials for new products

  • Strategic Brand Development

  • Brand Image Research

  • Prototype Evaluation

  • Product Development using Ethnography

  • Comms testing alongside NPD

  • Compliance Mystery Shopping

  • Tourism Focus Groups

  • Understanding Customer Pricing

  • Public Consultation - Council Tax

  • Understanding the Sales Journey Experience from both sides

  • Understanding the use of Temporary Labour

  • Mixed Media Advertising Analysis

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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