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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

  • Public Consultation - Council Tax

  • International Competitor Mystery Shopping

  • Cathedral Visitor Survey

  • Product Development using Ethnography

  • Audience Development Plan

  • Sports Facility Survey

  • Financial Brand Satisfaction Tracking

  • Competitor Mystery Shopping

  • Comms testing alongside NPD

  • Help Desk Mystery Shopping

  • Satisfaction Survey (Housing)

  • Understanding Local Business Needs

  • Understanding the use of Temporary Labour

  • Plasterboard Packaging Research

  • Communication: New and existing financial products

  • International Satisfaction & Development

  • Service Delivery Mystery Shopping

  • Understanding Customer Pricing

  • Brand Development

  • Adult Home Care Tracking Product Development

  • Developing marketing materials for new products

  • Sentencers' Satisfaction Survey

  • Global Advertising Campaign

  • Understanding the Sales Journey Experience from both sides

  • Affinities Partner

  • Strategic Brand Development

  • Mixed Media Advertising Analysis

  • Marketing consultancy for direct insurance

  • Loyalty Scheme

  • Website Development

  • Housing Scheme Test

  • Driving business growth

  • Engaging adults back into education

  • Brand Development & Product Screening

  • Revitalising Existing Brand

  • Representative panel building

  • Luxury In-store Display

  • Understanding Attrition

  • Trade-off Pricing Research

  • Benchmarking Mystery Shopping

  • Broker Relationship Survey

  • Staff Surveys

  • Tourism Focus Groups

  • Compliance Mystery Shopping

  • Development of the Direct Offering

  • Public Consultation - Waste

  • Prototype Evaluation

  • New Expert Information Product

  • Visitor Survey

  • Multi-national Usage & Attitude Survey

  • Reader Satisfaction

  • Brand Image Research

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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