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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

  • Public Consultation - Council Tax

  • Developing marketing materials for new products

  • Communication: New and existing financial products

  • Representative panel building

  • Reader Satisfaction

  • International Competitor Mystery Shopping

  • Comms testing alongside NPD

  • Compliance Mystery Shopping

  • Product Development using Ethnography

  • Development of the Direct Offering

  • Adult Home Care Tracking Product Development

  • Housing Scheme Test

  • Visitor Survey

  • Understanding Customer Pricing

  • Luxury In-store Display

  • Strategic Brand Development

  • Competitor Mystery Shopping

  • Cathedral Visitor Survey

  • Trade-off Pricing Research

  • Sports Facility Survey

  • Loyalty Scheme

  • Engaging adults back into education

  • Financial Brand Satisfaction Tracking

  • Public Consultation - Waste

  • Plasterboard Packaging Research

  • Staff Surveys

  • Brand Image Research

  • New Expert Information Product

  • Mixed Media Advertising Analysis

  • Global Advertising Campaign

  • Affinities Partner

  • International Satisfaction & Development

  • Tourism Focus Groups

  • Sentencers' Satisfaction Survey

  • Benchmarking Mystery Shopping

  • Audience Development Plan

  • Understanding the use of Temporary Labour

  • Satisfaction Survey (Housing)

  • Brand Development & Product Screening

  • Service Delivery Mystery Shopping

  • Prototype Evaluation

  • Marketing consultancy for direct insurance

  • Driving business growth

  • Understanding Local Business Needs

  • Understanding the Sales Journey Experience from both sides

  • Website Development

  • Broker Relationship Survey

  • Revitalising Existing Brand

  • Help Desk Mystery Shopping

  • Understanding Attrition

  • Multi-national Usage & Attitude Survey

  • 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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