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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

  • Brand Image Research

  • Audience Development Plan

  • Understanding the use of Temporary Labour

  • Adult Home Care Tracking Product Development

  • Website Development

  • Understanding Customer Pricing

  • Driving business growth

  • Plasterboard Packaging Research

  • Housing Scheme Test

  • Sports Facility Survey

  • Compliance Mystery Shopping

  • Understanding Local Business Needs

  • Cathedral Visitor Survey

  • Brand Development & Product Screening

  • Understanding the Sales Journey Experience from both sides

  • Financial Brand Satisfaction Tracking

  • International Satisfaction & Development

  • Staff Surveys

  • Luxury In-store Display

  • Multi-national Usage & Attitude Survey

  • Public Consultation - Waste

  • Marketing consultancy for direct insurance

  • Trade-off Pricing Research

  • Brand Development

  • Tourism Focus Groups

  • Global Advertising Campaign

  • Visitor Survey

  • Strategic Brand Development

  • Mixed Media Advertising Analysis

  • Prototype Evaluation

  • Help Desk Mystery Shopping

  • Competitor Mystery Shopping

  • Developing marketing materials for new products

  • Comms testing alongside NPD

  • Public Consultation - Council Tax

  • Development of the Direct Offering

  • Product Development using Ethnography

  • New Expert Information Product

  • Loyalty Scheme

  • Affinities Partner

  • Revitalising Existing Brand

  • Broker Relationship Survey

  • Satisfaction Survey (Housing)

  • Benchmarking Mystery Shopping

  • Sentencers' Satisfaction Survey

  • International Competitor Mystery Shopping

  • Reader Satisfaction

  • Engaging adults back into education

  • Representative panel building

  • Understanding Attrition

  • Communication: New and existing financial products

  • 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.

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