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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

  • International Satisfaction & Development

  • International Competitor Mystery Shopping

  • Product Development using Ethnography

  • Benchmarking Mystery Shopping

  • Comms testing alongside NPD

  • Understanding Local Business Needs

  • Understanding Attrition

  • Audience Development Plan

  • Communication: New and existing financial products

  • Compliance Mystery Shopping

  • Website Development

  • Mixed Media Advertising Analysis

  • Strategic Brand Development

  • Revitalising Existing Brand

  • Marketing consultancy for direct insurance

  • Driving business growth

  • New Expert Information Product

  • Representative panel building

  • Plasterboard Packaging Research

  • Brand Development & Product Screening

  • Engaging adults back into education

  • Affinities Partner

  • Broker Relationship Survey

  • Understanding Customer Pricing

  • Understanding the Sales Journey Experience from both sides

  • Brand Development

  • Prototype Evaluation

  • Developing marketing materials for new products

  • Cathedral Visitor Survey

  • Sports Facility Survey

  • Sentencers' Satisfaction Survey

  • Brand Image Research

  • Visitor Survey

  • Public Consultation - Waste

  • Multi-national Usage & Attitude Survey

  • Help Desk Mystery Shopping

  • Satisfaction Survey (Housing)

  • Housing Scheme Test

  • Staff Surveys

  • Loyalty Scheme

  • Development of the Direct Offering

  • Financial Brand Satisfaction Tracking

  • Adult Home Care Tracking Product Development

  • Competitor Mystery Shopping

  • Public Consultation - Council Tax

  • Global Advertising Campaign

  • Trade-off Pricing Research

  • Understanding the use of Temporary Labour

  • Luxury In-store Display

  • Service Delivery Mystery Shopping

  • Tourism Focus Groups

  • Reader Satisfaction

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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