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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

  • Compliance Mystery Shopping

  • Understanding the Sales Journey Experience from both sides

  • Audience Development Plan

  • Benchmarking Mystery Shopping

  • Communication: New and existing financial products

  • Developing marketing materials for new products

  • Adult Home Care Tracking Product Development

  • Driving business growth

  • Understanding Customer Pricing

  • Product Development using Ethnography

  • Website Development

  • Understanding Local Business Needs

  • Strategic Brand Development

  • Plasterboard Packaging Research

  • Brand Development

  • Development of the Direct Offering

  • Reader Satisfaction

  • Competitor Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Tourism Focus Groups

  • Affinities Partner

  • Housing Scheme Test

  • New Expert Information Product

  • Broker Relationship Survey

  • International Satisfaction & Development

  • Satisfaction Survey (Housing)

  • Public Consultation - Waste

  • Luxury In-store Display

  • Loyalty Scheme

  • Service Delivery Mystery Shopping

  • Trade-off Pricing Research

  • Global Advertising Campaign

  • Comms testing alongside NPD

  • Multi-national Usage & Attitude Survey

  • Staff Surveys

  • Engaging adults back into education

  • Revitalising Existing Brand

  • Mixed Media Advertising Analysis

  • Visitor Survey

  • Brand Image Research

  • Public Consultation - Council Tax

  • Help Desk Mystery Shopping

  • Marketing consultancy for direct insurance

  • Prototype Evaluation

  • Sports Facility Survey

  • International Competitor Mystery Shopping

  • Understanding Attrition

  • Understanding the use of Temporary Labour

  • Sentencers' Satisfaction Survey

  • Cathedral Visitor Survey

  • Brand Development & Product Screening

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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