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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

  • Service Delivery Mystery Shopping

  • Engaging adults back into education

  • Strategic Brand Development

  • Sentencers' Satisfaction Survey

  • Understanding the use of Temporary Labour

  • Trade-off Pricing Research

  • Financial Brand Satisfaction Tracking

  • Adult Home Care Tracking Product Development

  • Understanding Local Business Needs

  • Mixed Media Advertising Analysis

  • Tourism Focus Groups

  • Communication: New and existing financial products

  • Prototype Evaluation

  • Public Consultation - Council Tax

  • Global Advertising Campaign

  • Understanding Attrition

  • Developing marketing materials for new products

  • Brand Development

  • Public Consultation - Waste

  • Sports Facility Survey

  • Driving business growth

  • New Expert Information Product

  • Staff Surveys

  • International Competitor Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Understanding Customer Pricing

  • Reader Satisfaction

  • Loyalty Scheme

  • Understanding the Sales Journey Experience from both sides

  • International Satisfaction & Development

  • Benchmarking Mystery Shopping

  • Revitalising Existing Brand

  • Audience Development Plan

  • Product Development using Ethnography

  • Help Desk Mystery Shopping

  • Visitor Survey

  • Representative panel building

  • Development of the Direct Offering

  • Competitor Mystery Shopping

  • Comms testing alongside NPD

  • Housing Scheme Test

  • Affinities Partner

  • Brand Image Research

  • Luxury In-store Display

  • Broker Relationship Survey

  • Compliance Mystery Shopping

  • Satisfaction Survey (Housing)

  • Brand Development & Product Screening

  • Plasterboard Packaging Research

  • Cathedral Visitor Survey

  • Website Development

  • Marketing consultancy for direct insurance

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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