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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

  • Affinities Partner

  • Competitor Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Service Delivery Mystery Shopping

  • Housing Scheme Test

  • Visitor Survey

  • Audience Development Plan

  • Financial Brand Satisfaction Tracking

  • Adult Home Care Tracking Product Development

  • Understanding the Sales Journey Experience from both sides

  • Understanding the use of Temporary Labour

  • Compliance Mystery Shopping

  • Brand Development

  • Staff Surveys

  • Representative panel building

  • Understanding Attrition

  • Plasterboard Packaging Research

  • Satisfaction Survey (Housing)

  • Understanding Local Business Needs

  • Engaging adults back into education

  • Brand Development & Product Screening

  • International Competitor Mystery Shopping

  • Public Consultation - Council Tax

  • Tourism Focus Groups

  • Brand Image Research

  • Sports Facility Survey

  • Product Development using Ethnography

  • Help Desk Mystery Shopping

  • Cathedral Visitor Survey

  • Prototype Evaluation

  • Revitalising Existing Brand

  • Understanding Customer Pricing

  • International Satisfaction & Development

  • Luxury In-store Display

  • Broker Relationship Survey

  • Website Development

  • Reader Satisfaction

  • Public Consultation - Waste

  • Mixed Media Advertising Analysis

  • Comms testing alongside NPD

  • Marketing consultancy for direct insurance

  • New Expert Information Product

  • Development of the Direct Offering

  • Sentencers' Satisfaction Survey

  • Benchmarking Mystery Shopping

  • Driving business growth

  • Loyalty Scheme

  • Trade-off Pricing Research

  • Global Advertising Campaign

  • Communication: New and existing financial products

  • Developing marketing materials for new products

  • Strategic 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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