Skip navigation

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

  • Luxury In-store Display

  • Audience Development Plan

  • Brand Image Research

  • Developing marketing materials for new products

  • Website Development

  • Sports Facility Survey

  • Representative panel building

  • Public Consultation - Waste

  • Revitalising Existing Brand

  • Understanding Attrition

  • Understanding Local Business Needs

  • Multi-national Usage & Attitude Survey

  • Strategic Brand Development

  • International Satisfaction & Development

  • Product Development using Ethnography

  • Sentencers' Satisfaction Survey

  • Compliance Mystery Shopping

  • Marketing consultancy for direct insurance

  • Understanding the Sales Journey Experience from both sides

  • Communication: New and existing financial products

  • New Expert Information Product

  • Benchmarking Mystery Shopping

  • Staff Surveys

  • Plasterboard Packaging Research

  • Understanding the use of Temporary Labour

  • Global Advertising Campaign

  • Understanding Customer Pricing

  • Loyalty Scheme

  • Visitor Survey

  • Adult Home Care Tracking Product Development

  • Development of the Direct Offering

  • Comms testing alongside NPD

  • Cathedral Visitor Survey

  • Public Consultation - Council Tax

  • Affinities Partner

  • Brand Development

  • Mixed Media Advertising Analysis

  • Broker Relationship Survey

  • Help Desk Mystery Shopping

  • Reader Satisfaction

  • Financial Brand Satisfaction Tracking

  • Driving business growth

  • Engaging adults back into education

  • Brand Development & Product Screening

  • Satisfaction Survey (Housing)

  • International Competitor Mystery Shopping

  • Housing Scheme Test

  • Prototype Evaluation

  • Competitor Mystery Shopping

  • Trade-off Pricing Research

  • Tourism Focus Groups

  • Service Delivery Mystery Shopping

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.

Get in touch