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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

  • Visitor Survey

  • Reader Satisfaction

  • Understanding Attrition

  • Understanding Local Business Needs

  • Compliance Mystery Shopping

  • Developing marketing materials for new products

  • Brand Development

  • Broker Relationship Survey

  • Service Delivery Mystery Shopping

  • New Expert Information Product

  • International Competitor Mystery Shopping

  • Brand Development & Product Screening

  • Satisfaction Survey (Housing)

  • Strategic Brand Development

  • Benchmarking Mystery Shopping

  • Understanding the use of Temporary Labour

  • Prototype Evaluation

  • Staff Surveys

  • Public Consultation - Council Tax

  • International Satisfaction & Development

  • Tourism Focus Groups

  • Loyalty Scheme

  • Development of the Direct Offering

  • Help Desk Mystery Shopping

  • Website Development

  • Engaging adults back into education

  • Competitor Mystery Shopping

  • Understanding the Sales Journey Experience from both sides

  • Adult Home Care Tracking Product Development

  • Public Consultation - Waste

  • Global Advertising Campaign

  • Driving business growth

  • Trade-off Pricing Research

  • Housing Scheme Test

  • Marketing consultancy for direct insurance

  • Sentencers' Satisfaction Survey

  • Affinities Partner

  • Revitalising Existing Brand

  • Multi-national Usage & Attitude Survey

  • Brand Image Research

  • Mixed Media Advertising Analysis

  • Financial Brand Satisfaction Tracking

  • Understanding Customer Pricing

  • Plasterboard Packaging Research

  • Product Development using Ethnography

  • Cathedral Visitor Survey

  • Luxury In-store Display

  • Audience Development Plan

  • Communication: New and existing financial products

  • Comms testing alongside NPD

  • Sports Facility Survey

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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