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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

  • Multi-national Usage & Attitude Survey

  • Compliance Mystery Shopping

  • Cathedral Visitor Survey

  • Understanding Attrition

  • Understanding Customer Pricing

  • Service Delivery Mystery Shopping

  • Audience Development Plan

  • Engaging adults back into education

  • Revitalising Existing Brand

  • Competitor Mystery Shopping

  • Luxury In-store Display

  • Tourism Focus Groups

  • Comms testing alongside NPD

  • Representative panel building

  • New Expert Information Product

  • Help Desk Mystery Shopping

  • Visitor Survey

  • Understanding the Sales Journey Experience from both sides

  • Satisfaction Survey (Housing)

  • Reader Satisfaction

  • Product Development using Ethnography

  • Trade-off Pricing Research

  • Staff Surveys

  • Development of the Direct Offering

  • Driving business growth

  • International Competitor Mystery Shopping

  • Benchmarking Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Strategic Brand Development

  • Global Advertising Campaign

  • Understanding Local Business Needs

  • Understanding the use of Temporary Labour

  • Developing marketing materials for new products

  • Broker Relationship Survey

  • Brand Development

  • Mixed Media Advertising Analysis

  • Communication: New and existing financial products

  • Affinities Partner

  • Prototype Evaluation

  • Brand Image Research

  • Financial Brand Satisfaction Tracking

  • International Satisfaction & Development

  • Adult Home Care Tracking Product Development

  • Sports Facility Survey

  • Brand Development & Product Screening

  • Plasterboard Packaging Research

  • Public Consultation - Waste

  • Public Consultation - Council Tax

  • Housing Scheme Test

  • Marketing consultancy for direct insurance

  • Loyalty Scheme

  • Website Development

Contact Phoenix MRC

Telephone

+44 (0) 1242 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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