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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

  • Public Consultation - Waste

  • Website Development

  • Comms testing alongside NPD

  • Broker Relationship Survey

  • Affinities Partner

  • Satisfaction Survey (Housing)

  • Driving business growth

  • International Satisfaction & Development

  • Prototype Evaluation

  • Sentencers' Satisfaction Survey

  • Tourism Focus Groups

  • Service Delivery Mystery Shopping

  • Loyalty Scheme

  • Financial Brand Satisfaction Tracking

  • International Competitor Mystery Shopping

  • Benchmarking Mystery Shopping

  • Public Consultation - Council Tax

  • Plasterboard Packaging Research

  • Understanding Customer Pricing

  • Global Advertising Campaign

  • Sports Facility Survey

  • Competitor Mystery Shopping

  • Understanding the use of Temporary Labour

  • Housing Scheme Test

  • Engaging adults back into education

  • New Expert Information Product

  • Trade-off Pricing Research

  • Marketing consultancy for direct insurance

  • Strategic Brand Development

  • Visitor Survey

  • Revitalising Existing Brand

  • Adult Home Care Tracking Product Development

  • Brand Development & Product Screening

  • Product Development using Ethnography

  • Cathedral Visitor Survey

  • Reader Satisfaction

  • Mixed Media Advertising Analysis

  • Communication: New and existing financial products

  • Help Desk Mystery Shopping

  • Brand Image Research

  • Audience Development Plan

  • Brand Development

  • Understanding the Sales Journey Experience from both sides

  • Luxury In-store Display

  • Development of the Direct Offering

  • Staff Surveys

  • Compliance Mystery Shopping

  • Understanding Attrition

  • Understanding Local Business Needs

  • Multi-national Usage & Attitude Survey

  • Developing marketing materials for new products

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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