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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

  • Trade-off Pricing Research

  • Marketing consultancy for direct insurance

  • Benchmarking Mystery Shopping

  • Reader Satisfaction

  • Understanding the use of Temporary Labour

  • Engaging adults back into education

  • Prototype Evaluation

  • Tourism Focus Groups

  • International Satisfaction & Development

  • Brand Development & Product Screening

  • Audience Development Plan

  • Sentencers' Satisfaction Survey

  • Driving business growth

  • Understanding Customer Pricing

  • Cathedral Visitor Survey

  • Brand Image Research

  • Website Development

  • Understanding Local Business Needs

  • Multi-national Usage & Attitude Survey

  • Staff Surveys

  • Financial Brand Satisfaction Tracking

  • Service Delivery Mystery Shopping

  • Public Consultation - Waste

  • Strategic Brand Development

  • Developing marketing materials for new products

  • Understanding Attrition

  • Plasterboard Packaging Research

  • Competitor Mystery Shopping

  • Compliance Mystery Shopping

  • Communication: New and existing financial products

  • Understanding the Sales Journey Experience from both sides

  • Development of the Direct Offering

  • International Competitor Mystery Shopping

  • Visitor Survey

  • Public Consultation - Council Tax

  • Revitalising Existing Brand

  • Housing Scheme Test

  • Help Desk Mystery Shopping

  • Broker Relationship Survey

  • Luxury In-store Display

  • Sports Facility Survey

  • New Expert Information Product

  • Loyalty Scheme

  • Adult Home Care Tracking Product Development

  • Global Advertising Campaign

  • Satisfaction Survey (Housing)

  • Mixed Media Advertising Analysis

  • Product Development using Ethnography

  • Affinities Partner

  • Brand Development

  • Comms testing alongside NPD

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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