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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

  • Help Desk Mystery Shopping

  • Global Advertising Campaign

  • Audience Development Plan

  • Marketing consultancy for direct insurance

  • Brand Image Research

  • Brand Development & Product Screening

  • Mixed Media Advertising Analysis

  • Reader Satisfaction

  • Development of the Direct Offering

  • Public Consultation - Waste

  • Adult Home Care Tracking Product Development

  • Satisfaction Survey (Housing)

  • Strategic Brand Development

  • New Expert Information Product

  • Tourism Focus Groups

  • Engaging adults back into education

  • Developing marketing materials for new products

  • Trade-off Pricing Research

  • Competitor Mystery Shopping

  • Product Development using Ethnography

  • Financial Brand Satisfaction Tracking

  • Plasterboard Packaging Research

  • Compliance Mystery Shopping

  • Prototype Evaluation

  • Understanding the Sales Journey Experience from both sides

  • Luxury In-store Display

  • Service Delivery Mystery Shopping

  • Brand Development

  • Sentencers' Satisfaction Survey

  • Understanding Attrition

  • Website Development

  • Understanding Customer Pricing

  • Comms testing alongside NPD

  • International Competitor Mystery Shopping

  • Understanding Local Business Needs

  • Multi-national Usage & Attitude Survey

  • Staff Surveys

  • International Satisfaction & Development

  • Cathedral Visitor Survey

  • Revitalising Existing Brand

  • Sports Facility Survey

  • Understanding the use of Temporary Labour

  • Broker Relationship Survey

  • Public Consultation - Council Tax

  • Driving business growth

  • Affinities Partner

  • Communication: New and existing financial products

  • Housing Scheme Test

  • Representative panel building

  • Loyalty Scheme

  • Visitor Survey

  • Benchmarking Mystery Shopping

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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