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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

  • Revitalising Existing Brand

  • Benchmarking Mystery Shopping

  • Communication: New and existing financial products

  • Loyalty Scheme

  • Broker Relationship Survey

  • Cathedral Visitor Survey

  • Understanding Local Business Needs

  • Visitor Survey

  • Website Development

  • Competitor Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Luxury In-store Display

  • Understanding Customer Pricing

  • Housing Scheme Test

  • Public Consultation - Waste

  • Understanding the use of Temporary Labour

  • Global Advertising Campaign

  • Financial Brand Satisfaction Tracking

  • Brand Development

  • Reader Satisfaction

  • Developing marketing materials for new products

  • Multi-national Usage & Attitude Survey

  • Brand Image Research

  • Product Development using Ethnography

  • Help Desk Mystery Shopping

  • Mixed Media Advertising Analysis

  • Development of the Direct Offering

  • Tourism Focus Groups

  • International Competitor Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Driving business growth

  • Audience Development Plan

  • Brand Development & Product Screening

  • Understanding the Sales Journey Experience from both sides

  • Public Consultation - Council Tax

  • Plasterboard Packaging Research

  • Comms testing alongside NPD

  • Engaging adults back into education

  • Prototype Evaluation

  • New Expert Information Product

  • Understanding Attrition

  • Sports Facility Survey

  • Affinities Partner

  • Marketing consultancy for direct insurance

  • Satisfaction Survey (Housing)

  • Trade-off Pricing Research

  • Staff Surveys

  • International Satisfaction & Development

  • Strategic Brand Development

  • Service Delivery Mystery Shopping

  • Representative panel building

  • Compliance 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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