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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

  • Affinities Partner

  • Service Delivery Mystery Shopping

  • Loyalty Scheme

  • Financial Brand Satisfaction Tracking

  • Competitor Mystery Shopping

  • Understanding Attrition

  • Trade-off Pricing Research

  • Marketing consultancy for direct insurance

  • Broker Relationship Survey

  • Understanding the Sales Journey Experience from both sides

  • Luxury In-store Display

  • Development of the Direct Offering

  • Strategic Brand Development

  • Visitor Survey

  • Cathedral Visitor Survey

  • Adult Home Care Tracking Product Development

  • Understanding Customer Pricing

  • Brand Image Research

  • Comms testing alongside NPD

  • Revitalising Existing Brand

  • New Expert Information Product

  • Global Advertising Campaign

  • Staff Surveys

  • Public Consultation - Waste

  • Sports Facility Survey

  • International Satisfaction & Development

  • Multi-national Usage & Attitude Survey

  • Reader Satisfaction

  • Prototype Evaluation

  • Brand Development & Product Screening

  • Developing marketing materials for new products

  • Audience Development Plan

  • Mixed Media Advertising Analysis

  • Satisfaction Survey (Housing)

  • Driving business growth

  • Website Development

  • Product Development using Ethnography

  • Help Desk Mystery Shopping

  • Communication: New and existing financial products

  • Public Consultation - Council Tax

  • Understanding Local Business Needs

  • Engaging adults back into education

  • Understanding the use of Temporary Labour

  • International Competitor Mystery Shopping

  • Benchmarking Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Tourism Focus Groups

  • Housing Scheme Test

  • Brand Development

  • Compliance Mystery Shopping

  • Plasterboard Packaging Research

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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