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

  • Understanding the use of Temporary Labour

  • Staff Surveys

  • Tourism Focus Groups

  • Website Development

  • Strategic Brand Development

  • Trade-off Pricing Research

  • Understanding Customer Pricing

  • Service Delivery Mystery Shopping

  • Cathedral Visitor Survey

  • Comms testing alongside NPD

  • Brand Image Research

  • Plasterboard Packaging Research

  • Luxury In-store Display

  • Financial Brand Satisfaction Tracking

  • Brand Development & Product Screening

  • Developing marketing materials for new products

  • Adult Home Care Tracking Product Development

  • Sports Facility Survey

  • Multi-national Usage & Attitude Survey

  • Loyalty Scheme

  • Engaging adults back into education

  • Public Consultation - Council Tax

  • International Competitor Mystery Shopping

  • Prototype Evaluation

  • Understanding the Sales Journey Experience from both sides

  • Broker Relationship Survey

  • Understanding Local Business Needs

  • Brand Development

  • Mixed Media Advertising Analysis

  • Sentencers' Satisfaction Survey

  • Affinities Partner

  • Satisfaction Survey (Housing)

  • Marketing consultancy for direct insurance

  • Compliance Mystery Shopping

  • New Expert Information Product

  • Global Advertising Campaign

  • Visitor Survey

  • Driving business growth

  • Communication: New and existing financial products

  • Help Desk Mystery Shopping

  • Product Development using Ethnography

  • Audience Development Plan

  • Revitalising Existing Brand

  • Benchmarking Mystery Shopping

  • Understanding Attrition

  • Public Consultation - Waste

  • Housing Scheme Test

  • Reader Satisfaction

  • International Satisfaction & Development

  • Development of the Direct Offering

  • Competitor Mystery Shopping

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