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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

  • International Satisfaction & Development

  • Trade-off Pricing Research

  • Visitor Survey

  • Sports Facility Survey

  • Housing Scheme Test

  • Product Development using Ethnography

  • Understanding the use of Temporary Labour

  • Sentencers' Satisfaction Survey

  • Staff Surveys

  • Loyalty Scheme

  • Adult Home Care Tracking Product Development

  • Luxury In-store Display

  • Engaging adults back into education

  • Tourism Focus Groups

  • Affinities Partner

  • Comms testing alongside NPD

  • Reader Satisfaction

  • Compliance Mystery Shopping

  • Representative panel building

  • Communication: New and existing financial products

  • Understanding Attrition

  • Service Delivery Mystery Shopping

  • Mixed Media Advertising Analysis

  • Plasterboard Packaging Research

  • Financial Brand Satisfaction Tracking

  • Cathedral Visitor Survey

  • Audience Development Plan

  • Brand Development & Product Screening

  • Understanding Local Business Needs

  • Strategic Brand Development

  • Developing marketing materials for new products

  • New Expert Information Product

  • Satisfaction Survey (Housing)

  • Prototype Evaluation

  • Marketing consultancy for direct insurance

  • Public Consultation - Waste

  • Understanding Customer Pricing

  • Development of the Direct Offering

  • Broker Relationship Survey

  • Revitalising Existing Brand

  • Public Consultation - Council Tax

  • Driving business growth

  • Multi-national Usage & Attitude Survey

  • Understanding the Sales Journey Experience from both sides

  • Brand Development

  • Competitor Mystery Shopping

  • Brand Image Research

  • Benchmarking Mystery Shopping

  • Website Development

  • Help Desk Mystery Shopping

  • International Competitor Mystery Shopping

  • Global Advertising Campaign

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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