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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

  • Adult Home Care Tracking Product Development

  • Cathedral Visitor Survey

  • Product Development using Ethnography

  • Understanding Customer Pricing

  • Luxury In-store Display

  • Visitor Survey

  • Understanding the Sales Journey Experience from both sides

  • Financial Brand Satisfaction Tracking

  • Representative panel building

  • Audience Development Plan

  • Loyalty Scheme

  • Sports Facility Survey

  • Global Advertising Campaign

  • Staff Surveys

  • Brand Image Research

  • Engaging adults back into education

  • Comms testing alongside NPD

  • Satisfaction Survey (Housing)

  • Help Desk Mystery Shopping

  • International Competitor Mystery Shopping

  • International Satisfaction & Development

  • Reader Satisfaction

  • Trade-off Pricing Research

  • Tourism Focus Groups

  • Marketing consultancy for direct insurance

  • Housing Scheme Test

  • Strategic Brand Development

  • New Expert Information Product

  • Affinities Partner

  • Mixed Media Advertising Analysis

  • Public Consultation - Waste

  • Competitor Mystery Shopping

  • Understanding Local Business Needs

  • Multi-national Usage & Attitude Survey

  • Brand Development

  • Benchmarking Mystery Shopping

  • Service Delivery Mystery Shopping

  • Understanding the use of Temporary Labour

  • Prototype Evaluation

  • Development of the Direct Offering

  • Plasterboard Packaging Research

  • Driving business growth

  • Compliance Mystery Shopping

  • Developing marketing materials for new products

  • Public Consultation - Council Tax

  • Communication: New and existing financial products

  • Website Development

  • Broker Relationship Survey

  • Revitalising Existing Brand

  • Brand Development & Product Screening

  • Sentencers' Satisfaction Survey

  • Understanding Attrition

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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