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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

  • Revitalising Existing Brand

  • Understanding the use of Temporary Labour

  • Multi-national Usage & Attitude Survey

  • Public Consultation - Council Tax

  • Visitor Survey

  • Engaging adults back into education

  • Brand Development & Product Screening

  • Mixed Media Advertising Analysis

  • Cathedral Visitor Survey

  • New Expert Information Product

  • Marketing consultancy for direct insurance

  • Affinities Partner

  • Development of the Direct Offering

  • Compliance Mystery Shopping

  • Brand Development

  • Benchmarking Mystery Shopping

  • Sports Facility Survey

  • Strategic Brand Development

  • International Competitor Mystery Shopping

  • Public Consultation - Waste

  • Website Development

  • Adult Home Care Tracking Product Development

  • Communication: New and existing financial products

  • Sentencers' Satisfaction Survey

  • Understanding Customer Pricing

  • Satisfaction Survey (Housing)

  • Luxury In-store Display

  • Understanding the Sales Journey Experience from both sides

  • Prototype Evaluation

  • Understanding Local Business Needs

  • Housing Scheme Test

  • Trade-off Pricing Research

  • Developing marketing materials for new products

  • Financial Brand Satisfaction Tracking

  • Tourism Focus Groups

  • Reader Satisfaction

  • Competitor Mystery Shopping

  • Plasterboard Packaging Research

  • Driving business growth

  • Comms testing alongside NPD

  • International Satisfaction & Development

  • Audience Development Plan

  • Understanding Attrition

  • Product Development using Ethnography

  • Brand Image Research

  • Help Desk Mystery Shopping

  • Staff Surveys

  • Service Delivery Mystery Shopping

  • Loyalty Scheme

  • Broker Relationship Survey

  • 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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