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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

  • Understanding Customer Pricing

  • Loyalty Scheme

  • Visitor Survey

  • Plasterboard Packaging Research

  • Developing marketing materials for new products

  • Prototype Evaluation

  • Reader Satisfaction

  • Financial Brand Satisfaction Tracking

  • Competitor Mystery Shopping

  • Understanding the Sales Journey Experience from both sides

  • Benchmarking Mystery Shopping

  • Product Development using Ethnography

  • International Satisfaction & Development

  • Adult Home Care Tracking Product Development

  • Luxury In-store Display

  • Website Development

  • Public Consultation - Waste

  • Marketing consultancy for direct insurance

  • Brand Development

  • Global Advertising Campaign

  • Staff Surveys

  • Housing Scheme Test

  • Compliance Mystery Shopping

  • International Competitor Mystery Shopping

  • Brand Development & Product Screening

  • Comms testing alongside NPD

  • Affinities Partner

  • Development of the Direct Offering

  • Broker Relationship Survey

  • Strategic Brand Development

  • Tourism Focus Groups

  • Understanding the use of Temporary Labour

  • New Expert Information Product

  • Driving business growth

  • Sentencers' Satisfaction Survey

  • Public Consultation - Council Tax

  • Representative panel building

  • Revitalising Existing Brand

  • Engaging adults back into education

  • Understanding Local Business Needs

  • Brand Image Research

  • Satisfaction Survey (Housing)

  • Trade-off Pricing Research

  • Audience Development Plan

  • Cathedral Visitor Survey

  • Mixed Media Advertising Analysis

  • Service Delivery Mystery Shopping

  • Help Desk Mystery Shopping

  • Communication: New and existing financial products

  • Multi-national Usage & Attitude Survey

  • Sports Facility Survey

  • Understanding Attrition

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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