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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

  • Satisfaction Survey (Housing)

  • Product Development using Ethnography

  • Loyalty Scheme

  • Development of the Direct Offering

  • Brand Image Research

  • Multi-national Usage & Attitude Survey

  • Trade-off Pricing Research

  • New Expert Information Product

  • Comms testing alongside NPD

  • Understanding the use of Temporary Labour

  • Housing Scheme Test

  • Benchmarking Mystery Shopping

  • Brand Development

  • Engaging adults back into education

  • Adult Home Care Tracking Product Development

  • Tourism Focus Groups

  • Help Desk Mystery Shopping

  • International Satisfaction & Development

  • Developing marketing materials for new products

  • Representative panel building

  • Prototype Evaluation

  • Mixed Media Advertising Analysis

  • Sports Facility Survey

  • Sentencers' Satisfaction Survey

  • Cathedral Visitor Survey

  • Reader Satisfaction

  • Communication: New and existing financial products

  • Luxury In-store Display

  • Understanding Local Business Needs

  • Understanding Customer Pricing

  • Strategic Brand Development

  • Staff Surveys

  • Competitor Mystery Shopping

  • Compliance Mystery Shopping

  • Marketing consultancy for direct insurance

  • Driving business growth

  • Understanding Attrition

  • Website Development

  • Broker Relationship Survey

  • International Competitor Mystery Shopping

  • Visitor Survey

  • Plasterboard Packaging Research

  • Understanding the Sales Journey Experience from both sides

  • Financial Brand Satisfaction Tracking

  • Global Advertising Campaign

  • Audience Development Plan

  • Brand Development & Product Screening

  • Affinities Partner

  • Service Delivery Mystery Shopping

  • Public Consultation - Council Tax

  • Revitalising Existing Brand

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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