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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

  • Understanding the Sales Journey Experience from both sides

  • Multi-national Usage & Attitude Survey

  • Competitor Mystery Shopping

  • Help Desk Mystery Shopping

  • Driving business growth

  • Affinities Partner

  • Adult Home Care Tracking Product Development

  • Housing Scheme Test

  • Reader Satisfaction

  • International Competitor Mystery Shopping

  • Understanding Customer Pricing

  • Cathedral Visitor Survey

  • Marketing consultancy for direct insurance

  • Revitalising Existing Brand

  • Loyalty Scheme

  • Strategic Brand Development

  • Sentencers' Satisfaction Survey

  • Broker Relationship Survey

  • Sports Facility Survey

  • Compliance Mystery Shopping

  • Development of the Direct Offering

  • Communication: New and existing financial products

  • Global Advertising Campaign

  • International Satisfaction & Development

  • Tourism Focus Groups

  • Service Delivery Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Visitor Survey

  • Public Consultation - Waste

  • Brand Development

  • Audience Development Plan

  • Mixed Media Advertising Analysis

  • Comms testing alongside NPD

  • Understanding Attrition

  • Prototype Evaluation

  • Brand Image Research

  • Luxury In-store Display

  • Understanding Local Business Needs

  • Brand Development & Product Screening

  • Developing marketing materials for new products

  • Product Development using Ethnography

  • Website Development

  • Benchmarking Mystery Shopping

  • Engaging adults back into education

  • Satisfaction Survey (Housing)

  • Public Consultation - Council Tax

  • Staff Surveys

  • Plasterboard Packaging Research

  • Understanding the use of Temporary Labour

  • New Expert Information Product

  • Trade-off Pricing 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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