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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

  • Trade-off Pricing Research

  • Understanding the Sales Journey Experience from both sides

  • Public Consultation - Waste

  • New Expert Information Product

  • Reader Satisfaction

  • Tourism Focus Groups

  • Service Delivery Mystery Shopping

  • Development of the Direct Offering

  • Driving business growth

  • Public Consultation - Council Tax

  • Affinities Partner

  • Developing marketing materials for new products

  • International Satisfaction & Development

  • Strategic Brand Development

  • Understanding Local Business Needs

  • Website Development

  • Housing Scheme Test

  • Competitor Mystery Shopping

  • Cathedral Visitor Survey

  • Brand Development & Product Screening

  • Broker Relationship Survey

  • International Competitor Mystery Shopping

  • Visitor Survey

  • Help Desk Mystery Shopping

  • Staff Surveys

  • Communication: New and existing financial products

  • Luxury In-store Display

  • Prototype Evaluation

  • Understanding the use of Temporary Labour

  • Audience Development Plan

  • Product Development using Ethnography

  • Brand Development

  • Understanding Attrition

  • Marketing consultancy for direct insurance

  • Revitalising Existing Brand

  • Loyalty Scheme

  • Mixed Media Advertising Analysis

  • Engaging adults back into education

  • Brand Image Research

  • Adult Home Care Tracking Product Development

  • Comms testing alongside NPD

  • Benchmarking Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Global Advertising Campaign

  • Sentencers' Satisfaction Survey

  • Satisfaction Survey (Housing)

  • Compliance Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Sports Facility Survey

  • Understanding Customer Pricing

  • Plasterboard Packaging Research

  • Representative panel building

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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