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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

  • Adult Home Care Tracking Product Development

  • Sports Facility Survey

  • Satisfaction Survey (Housing)

  • Understanding Customer Pricing

  • Comms testing alongside NPD

  • Developing marketing materials for new products

  • Service Delivery Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Competitor Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Website Development

  • Sentencers' Satisfaction Survey

  • Audience Development Plan

  • Visitor Survey

  • Understanding Local Business Needs

  • Broker Relationship Survey

  • Affinities Partner

  • Mixed Media Advertising Analysis

  • International Satisfaction & Development

  • Compliance Mystery Shopping

  • Strategic Brand Development

  • Loyalty Scheme

  • Plasterboard Packaging Research

  • Benchmarking Mystery Shopping

  • Cathedral Visitor Survey

  • Understanding Attrition

  • International Competitor Mystery Shopping

  • Engaging adults back into education

  • Brand Development & Product Screening

  • Driving business growth

  • Marketing consultancy for direct insurance

  • Understanding the use of Temporary Labour

  • Development of the Direct Offering

  • Help Desk Mystery Shopping

  • Reader Satisfaction

  • Tourism Focus Groups

  • Public Consultation - Waste

  • Prototype Evaluation

  • Housing Scheme Test

  • Revitalising Existing Brand

  • Understanding the Sales Journey Experience from both sides

  • Trade-off Pricing Research

  • Brand Development

  • Staff Surveys

  • Luxury In-store Display

  • Communication: New and existing financial products

  • Global Advertising Campaign

  • Brand Image Research

  • Public Consultation - Council Tax

  • Product Development using Ethnography

  • New Expert Information Product

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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