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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

  • Help Desk Mystery Shopping

  • Luxury In-store Display

  • Comms testing alongside NPD

  • Compliance Mystery Shopping

  • Service Delivery Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Communication: New and existing financial products

  • Affinities Partner

  • Development of the Direct Offering

  • International Competitor Mystery Shopping

  • Broker Relationship Survey

  • Developing marketing materials for new products

  • Sports Facility Survey

  • Financial Brand Satisfaction Tracking

  • Brand Image Research

  • Prototype Evaluation

  • Global Advertising Campaign

  • Multi-national Usage & Attitude Survey

  • Understanding Attrition

  • Understanding the Sales Journey Experience from both sides

  • Understanding Customer Pricing

  • Sentencers' Satisfaction Survey

  • Engaging adults back into education

  • Mixed Media Advertising Analysis

  • Competitor Mystery Shopping

  • Staff Surveys

  • Reader Satisfaction

  • Driving business growth

  • Website Development

  • Product Development using Ethnography

  • New Expert Information Product

  • Public Consultation - Waste

  • Trade-off Pricing Research

  • Benchmarking Mystery Shopping

  • Representative panel building

  • Brand Development & Product Screening

  • International Satisfaction & Development

  • Public Consultation - Council Tax

  • Satisfaction Survey (Housing)

  • Housing Scheme Test

  • Tourism Focus Groups

  • Marketing consultancy for direct insurance

  • Strategic Brand Development

  • Plasterboard Packaging Research

  • Cathedral Visitor Survey

  • Revitalising Existing Brand

  • Understanding Local Business Needs

  • Understanding the use of Temporary Labour

  • Loyalty Scheme

  • Audience Development Plan

  • Visitor Survey

  • Brand Development

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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