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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 - Waste

  • Reader Satisfaction

  • Engaging adults back into education

  • Product Development using Ethnography

  • Satisfaction Survey (Housing)

  • Benchmarking Mystery Shopping

  • Loyalty Scheme

  • Luxury In-store Display

  • Developing marketing materials for new products

  • Website Development

  • Understanding Customer Pricing

  • International Satisfaction & Development

  • Housing Scheme Test

  • Understanding the use of Temporary Labour

  • Sports Facility Survey

  • Understanding Local Business Needs

  • Public Consultation - Council Tax

  • Affinities Partner

  • Competitor Mystery Shopping

  • Staff Surveys

  • Comms testing alongside NPD

  • Service Delivery Mystery Shopping

  • Development of the Direct Offering

  • Driving business growth

  • Revitalising Existing Brand

  • Audience Development Plan

  • Brand Development & Product Screening

  • Visitor Survey

  • Understanding Attrition

  • Multi-national Usage & Attitude Survey

  • Marketing consultancy for direct insurance

  • Sentencers' Satisfaction Survey

  • Brand Image Research

  • Mixed Media Advertising Analysis

  • Cathedral Visitor Survey

  • Representative panel building

  • Prototype Evaluation

  • Adult Home Care Tracking Product Development

  • Financial Brand Satisfaction Tracking

  • Brand Development

  • Global Advertising Campaign

  • Help Desk Mystery Shopping

  • Compliance Mystery Shopping

  • Broker Relationship Survey

  • Trade-off Pricing Research

  • Plasterboard Packaging Research

  • Understanding the Sales Journey Experience from both sides

  • New Expert Information Product

  • International Competitor Mystery Shopping

  • Strategic Brand Development

  • Communication: New and existing financial products

  • Tourism Focus Groups

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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