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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

  • Development of the Direct Offering

  • Public Consultation - Waste

  • Product Development using Ethnography

  • Understanding Local Business Needs

  • Brand Development & Product Screening

  • Mixed Media Advertising Analysis

  • Global Advertising Campaign

  • Service Delivery Mystery Shopping

  • Representative panel building

  • Tourism Focus Groups

  • Reader Satisfaction

  • Financial Brand Satisfaction Tracking

  • Adult Home Care Tracking Product Development

  • Understanding the use of Temporary Labour

  • Strategic Brand Development

  • Brand Development

  • Luxury In-store Display

  • Driving business growth

  • Public Consultation - Council Tax

  • International Competitor Mystery Shopping

  • Website Development

  • Visitor Survey

  • Brand Image Research

  • Loyalty Scheme

  • Communication: New and existing financial products

  • Benchmarking Mystery Shopping

  • Understanding the Sales Journey Experience from both sides

  • Sentencers' Satisfaction Survey

  • Competitor Mystery Shopping

  • Satisfaction Survey (Housing)

  • Sports Facility Survey

  • Understanding Customer Pricing

  • Compliance Mystery Shopping

  • Prototype Evaluation

  • Marketing consultancy for direct insurance

  • Affinities Partner

  • Staff Surveys

  • Broker Relationship Survey

  • Engaging adults back into education

  • Help Desk Mystery Shopping

  • Comms testing alongside NPD

  • Audience Development Plan

  • Housing Scheme Test

  • International Satisfaction & Development

  • New Expert Information Product

  • Trade-off Pricing Research

  • Developing marketing materials for new products

  • Understanding Attrition

  • Revitalising Existing Brand

  • Multi-national Usage & Attitude Survey

  • Cathedral Visitor Survey

  • Plasterboard Packaging Research

Contact Phoenix MRC

Telephone

+44 (0) 1242 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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