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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

  • Plasterboard Packaging Research

  • Developing marketing materials for new products

  • Website Development

  • Financial Brand Satisfaction Tracking

  • Visitor Survey

  • Representative panel building

  • Engaging adults back into education

  • Trade-off Pricing Research

  • Product Development using Ethnography

  • Service Delivery Mystery Shopping

  • Compliance Mystery Shopping

  • Public Consultation - Waste

  • International Satisfaction & Development

  • Public Consultation - Council Tax

  • Sports Facility Survey

  • Driving business growth

  • Understanding Customer Pricing

  • Understanding the use of Temporary Labour

  • Development of the Direct Offering

  • International Competitor Mystery Shopping

  • Satisfaction Survey (Housing)

  • Communication: New and existing financial products

  • Audience Development Plan

  • Housing Scheme Test

  • Understanding the Sales Journey Experience from both sides

  • Multi-national Usage & Attitude Survey

  • Cathedral Visitor Survey

  • Mixed Media Advertising Analysis

  • Sentencers' Satisfaction Survey

  • Adult Home Care Tracking Product Development

  • Understanding Local Business Needs

  • New Expert Information Product

  • Staff Surveys

  • Loyalty Scheme

  • Strategic Brand Development

  • Brand Development & Product Screening

  • Brand Image Research

  • Comms testing alongside NPD

  • Help Desk Mystery Shopping

  • Understanding Attrition

  • Global Advertising Campaign

  • Brand Development

  • Broker Relationship Survey

  • Competitor Mystery Shopping

  • Reader Satisfaction

  • Tourism Focus Groups

  • Revitalising Existing Brand

  • Marketing consultancy for direct insurance

  • Benchmarking Mystery Shopping

  • Luxury In-store Display

  • Prototype Evaluation

  • Affinities Partner

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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