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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

  • Competitor Mystery Shopping

  • Mixed Media Advertising Analysis

  • Sports Facility Survey

  • Housing Scheme Test

  • Driving business growth

  • Engaging adults back into education

  • Help Desk Mystery Shopping

  • Visitor Survey

  • Trade-off Pricing Research

  • Audience Development Plan

  • Understanding Customer Pricing

  • Tourism Focus Groups

  • Marketing consultancy for direct insurance

  • Loyalty Scheme

  • Understanding Attrition

  • Public Consultation - Council Tax

  • Website Development

  • Brand Image Research

  • Development of the Direct Offering

  • International Competitor Mystery Shopping

  • Brand Development

  • Plasterboard Packaging Research

  • Staff Surveys

  • Luxury In-store Display

  • Understanding the Sales Journey Experience from both sides

  • Cathedral Visitor Survey

  • Satisfaction Survey (Housing)

  • Prototype Evaluation

  • Understanding Local Business Needs

  • Sentencers' Satisfaction Survey

  • Product Development using Ethnography

  • Broker Relationship Survey

  • Public Consultation - Waste

  • Adult Home Care Tracking Product Development

  • Financial Brand Satisfaction Tracking

  • Revitalising Existing Brand

  • Communication: New and existing financial products

  • Strategic Brand Development

  • Service Delivery Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Compliance Mystery Shopping

  • Benchmarking Mystery Shopping

  • Comms testing alongside NPD

  • New Expert Information Product

  • Developing marketing materials for new products

  • Reader Satisfaction

  • Understanding the use of Temporary Labour

  • Affinities Partner

  • International Satisfaction & Development

  • Brand Development & Product Screening

  • 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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