Skip navigation

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

  • Brand Development

  • Loyalty Scheme

  • Brand Development & Product Screening

  • Comms testing alongside NPD

  • Financial Brand Satisfaction Tracking

  • Audience Development Plan

  • Staff Surveys

  • Engaging adults back into education

  • Website Development

  • Understanding the Sales Journey Experience from both sides

  • Compliance Mystery Shopping

  • International Competitor Mystery Shopping

  • Understanding Attrition

  • Marketing consultancy for direct insurance

  • Revitalising Existing Brand

  • Adult Home Care Tracking Product Development

  • Cathedral Visitor Survey

  • Global Advertising Campaign

  • Development of the Direct Offering

  • Trade-off Pricing Research

  • Luxury In-store Display

  • Multi-national Usage & Attitude Survey

  • Communication: New and existing financial products

  • Affinities Partner

  • Mixed Media Advertising Analysis

  • Prototype Evaluation

  • Public Consultation - Waste

  • Brand Image Research

  • Benchmarking Mystery Shopping

  • Understanding the use of Temporary Labour

  • Help Desk Mystery Shopping

  • Tourism Focus Groups

  • Competitor Mystery Shopping

  • Developing marketing materials for new products

  • Understanding Customer Pricing

  • Sports Facility Survey

  • Reader Satisfaction

  • New Expert Information Product

  • Plasterboard Packaging Research

  • International Satisfaction & Development

  • Understanding Local Business Needs

  • Satisfaction Survey (Housing)

  • Strategic Brand Development

  • Housing Scheme Test

  • Sentencers' Satisfaction Survey

  • Service Delivery Mystery Shopping

  • Broker Relationship Survey

  • Public Consultation - Council Tax

  • Product Development using Ethnography

  • Driving business growth

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.

Get in touch