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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

  • Visitor Survey

  • Website Development

  • Audience Development Plan

  • Sentencers' Satisfaction Survey

  • Marketing consultancy for direct insurance

  • Financial Brand Satisfaction Tracking

  • Developing marketing materials for new products

  • Comms testing alongside NPD

  • Public Consultation - Waste

  • Cathedral Visitor Survey

  • Understanding the use of Temporary Labour

  • International Competitor Mystery Shopping

  • Brand Image Research

  • Affinities Partner

  • Adult Home Care Tracking Product Development

  • Service Delivery Mystery Shopping

  • Housing Scheme Test

  • Revitalising Existing Brand

  • Representative panel building

  • Loyalty Scheme

  • Understanding Attrition

  • Plasterboard Packaging Research

  • International Satisfaction & Development

  • Broker Relationship Survey

  • Mixed Media Advertising Analysis

  • Tourism Focus Groups

  • Satisfaction Survey (Housing)

  • Staff Surveys

  • Understanding Customer Pricing

  • Competitor Mystery Shopping

  • Global Advertising Campaign

  • Driving business growth

  • Understanding Local Business Needs

  • Engaging adults back into education

  • Luxury In-store Display

  • Strategic Brand Development

  • Understanding the Sales Journey Experience from both sides

  • New Expert Information Product

  • Brand Development

  • Reader Satisfaction

  • Help Desk Mystery Shopping

  • Trade-off Pricing Research

  • Brand Development & Product Screening

  • Sports Facility Survey

  • Development of the Direct Offering

  • Communication: New and existing financial products

  • Benchmarking Mystery Shopping

  • Public Consultation - Council Tax

  • Multi-national Usage & Attitude Survey

  • Compliance Mystery Shopping

  • Product Development using Ethnography

  • Prototype Evaluation

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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