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

  • Staff Surveys

  • Benchmarking Mystery Shopping

  • Trade-off Pricing Research

  • Developing marketing materials for new products

  • Plasterboard Packaging Research

  • Understanding the Sales Journey Experience from both sides

  • Product Development using Ethnography

  • New Expert Information Product

  • Financial Brand Satisfaction Tracking

  • Communication: New and existing financial products

  • Housing Scheme Test

  • Driving business growth

  • Compliance Mystery Shopping

  • Satisfaction Survey (Housing)

  • Mixed Media Advertising Analysis

  • Prototype Evaluation

  • Development of the Direct Offering

  • Affinities Partner

  • Multi-national Usage & Attitude Survey

  • Reader Satisfaction

  • Understanding Local Business Needs

  • Luxury In-store Display

  • Loyalty Scheme

  • Website Development

  • International Satisfaction & Development

  • Sentencers' Satisfaction Survey

  • Understanding the use of Temporary Labour

  • Broker Relationship Survey

  • Tourism Focus Groups

  • Marketing consultancy for direct insurance

  • Understanding Customer Pricing

  • Strategic Brand Development

  • Cathedral Visitor Survey

  • Global Advertising Campaign

  • International Competitor Mystery Shopping

  • Service Delivery Mystery Shopping

  • Engaging adults back into education

  • Adult Home Care Tracking Product Development

  • Audience Development Plan

  • Public Consultation - Council Tax

  • Public Consultation - Waste

  • Competitor Mystery Shopping

  • Understanding Attrition

  • Help Desk Mystery Shopping

  • Brand Development

  • Revitalising Existing Brand

  • Visitor Survey

  • Brand Image Research

  • Brand Development & Product Screening

  • Sports Facility Survey

  • 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.

Get in touch