Skip navigation

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

  • Multi-national Usage & Attitude Survey

  • Marketing consultancy for direct insurance

  • Mixed Media Advertising Analysis

  • Plasterboard Packaging Research

  • Visitor Survey

  • International Competitor Mystery Shopping

  • Engaging adults back into education

  • Financial Brand Satisfaction Tracking

  • Development of the Direct Offering

  • Benchmarking Mystery Shopping

  • Service Delivery Mystery Shopping

  • Comms testing alongside NPD

  • Sports Facility Survey

  • Audience Development Plan

  • Understanding the Sales Journey Experience from both sides

  • Help Desk Mystery Shopping

  • Revitalising Existing Brand

  • Understanding Customer Pricing

  • Competitor Mystery Shopping

  • Product Development using Ethnography

  • Broker Relationship Survey

  • Public Consultation - Council Tax

  • Tourism Focus Groups

  • Strategic Brand Development

  • Trade-off Pricing Research

  • Global Advertising Campaign

  • Satisfaction Survey (Housing)

  • Brand Development & Product Screening

  • Understanding Attrition

  • Brand Image Research

  • Cathedral Visitor Survey

  • Housing Scheme Test

  • Understanding Local Business Needs

  • Developing marketing materials for new products

  • Adult Home Care Tracking Product Development

  • Loyalty Scheme

  • Understanding the use of Temporary Labour

  • Brand Development

  • New Expert Information Product

  • Public Consultation - Waste

  • Prototype Evaluation

  • Website Development

  • Compliance Mystery Shopping

  • International Satisfaction & Development

  • Communication: New and existing financial products

  • Affinities Partner

  • Sentencers' Satisfaction Survey

  • Luxury In-store Display

  • Driving business growth

  • Staff Surveys

  • 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.

Get in touch