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

  • Brand Image Research

  • Broker Relationship Survey

  • Website Development

  • Competitor Mystery Shopping

  • Benchmarking Mystery Shopping

  • Compliance Mystery Shopping

  • Developing marketing materials for new products

  • Strategic Brand Development

  • Understanding Local Business Needs

  • Audience Development Plan

  • Cathedral Visitor Survey

  • Adult Home Care Tracking Product Development

  • Service Delivery Mystery Shopping

  • Representative panel building

  • Staff Surveys

  • Financial Brand Satisfaction Tracking

  • Understanding Attrition

  • Mixed Media Advertising Analysis

  • Housing Scheme Test

  • Luxury In-store Display

  • Driving business growth

  • Reader Satisfaction

  • Public Consultation - Council Tax

  • Trade-off Pricing Research

  • Product Development using Ethnography

  • Brand Development

  • Marketing consultancy for direct insurance

  • International Competitor Mystery Shopping

  • Brand Development & Product Screening

  • Development of the Direct Offering

  • Multi-national Usage & Attitude Survey

  • Loyalty Scheme

  • Plasterboard Packaging Research

  • Help Desk Mystery Shopping

  • Tourism Focus Groups

  • Public Consultation - Waste

  • Revitalising Existing Brand

  • International Satisfaction & Development

  • Understanding the Sales Journey Experience from both sides

  • Communication: New and existing financial products

  • Satisfaction Survey (Housing)

  • New Expert Information Product

  • Sentencers' Satisfaction Survey

  • Visitor Survey

  • Prototype Evaluation

  • Understanding Customer Pricing

  • Affinities Partner

  • Understanding the use of Temporary Labour

  • Sports Facility Survey

  • Global Advertising Campaign

  • Comms testing alongside NPD

  • Engaging adults back into education

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