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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

  • Development of the Direct Offering

  • Financial Brand Satisfaction Tracking

  • Competitor Mystery Shopping

  • Compliance Mystery Shopping

  • Understanding the use of Temporary Labour

  • Housing Scheme Test

  • Website Development

  • Developing marketing materials for new products

  • New Expert Information Product

  • Plasterboard Packaging Research

  • Revitalising Existing Brand

  • Audience Development Plan

  • Public Consultation - Waste

  • Marketing consultancy for direct insurance

  • Benchmarking Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Help Desk Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Tourism Focus Groups

  • International Competitor Mystery Shopping

  • Brand Development

  • Visitor Survey

  • Communication: New and existing financial products

  • Comms testing alongside NPD

  • Strategic Brand Development

  • Staff Surveys

  • Understanding the Sales Journey Experience from both sides

  • Luxury In-store Display

  • Representative panel building

  • Sports Facility Survey

  • Reader Satisfaction

  • Global Advertising Campaign

  • Trade-off Pricing Research

  • Understanding Local Business Needs

  • Service Delivery Mystery Shopping

  • Public Consultation - Council Tax

  • Cathedral Visitor Survey

  • Product Development using Ethnography

  • Sentencers' Satisfaction Survey

  • Affinities Partner

  • Brand Development & Product Screening

  • Brand Image Research

  • Loyalty Scheme

  • Satisfaction Survey (Housing)

  • Prototype Evaluation

  • Mixed Media Advertising Analysis

  • Broker Relationship Survey

  • Understanding Customer Pricing

  • International Satisfaction & Development

  • Engaging adults back into education

  • Driving business growth

  • 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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