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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

  • Benchmarking Mystery Shopping

  • Help Desk Mystery Shopping

  • New Expert Information Product

  • Brand Image Research

  • Audience Development Plan

  • Brand Development & Product Screening

  • Visitor Survey

  • Comms testing alongside NPD

  • International Satisfaction & Development

  • Trade-off Pricing Research

  • Revitalising Existing Brand

  • Understanding Attrition

  • Competitor Mystery Shopping

  • Service Delivery Mystery Shopping

  • Affinities Partner

  • Driving business growth

  • Understanding the use of Temporary Labour

  • Cathedral Visitor Survey

  • Brand Development

  • Public Consultation - Waste

  • Understanding the Sales Journey Experience from both sides

  • Development of the Direct Offering

  • Communication: New and existing financial products

  • International Competitor Mystery Shopping

  • Public Consultation - Council Tax

  • Loyalty Scheme

  • Tourism Focus Groups

  • Satisfaction Survey (Housing)

  • Website Development

  • Sports Facility Survey

  • Reader Satisfaction

  • Global Advertising Campaign

  • Understanding Local Business Needs

  • Strategic Brand Development

  • Adult Home Care Tracking Product Development

  • Representative panel building

  • Financial Brand Satisfaction Tracking

  • Multi-national Usage & Attitude Survey

  • Compliance Mystery Shopping

  • Staff Surveys

  • Prototype Evaluation

  • Understanding Customer Pricing

  • Plasterboard Packaging Research

  • Developing marketing materials for new products

  • Product Development using Ethnography

  • Mixed Media Advertising Analysis

  • Housing Scheme Test

  • Marketing consultancy for direct insurance

  • Sentencers' Satisfaction Survey

  • Luxury In-store Display

  • Broker Relationship Survey

  • 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.

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