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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

  • Adult Home Care Tracking Product Development

  • Staff Surveys

  • Brand Image Research

  • Help Desk Mystery Shopping

  • Understanding Local Business Needs

  • International Satisfaction & Development

  • Marketing consultancy for direct insurance

  • Cathedral Visitor Survey

  • Sentencers' Satisfaction Survey

  • Financial Brand Satisfaction Tracking

  • Driving business growth

  • Service Delivery Mystery Shopping

  • New Expert Information Product

  • Website Development

  • Brand Development

  • Understanding Customer Pricing

  • Comms testing alongside NPD

  • Product Development using Ethnography

  • Understanding Attrition

  • Brand Development & Product Screening

  • Engaging adults back into education

  • Luxury In-store Display

  • Compliance Mystery Shopping

  • Prototype Evaluation

  • Visitor Survey

  • Benchmarking Mystery Shopping

  • Representative panel building

  • Reader Satisfaction

  • Developing marketing materials for new products

  • Public Consultation - Waste

  • Communication: New and existing financial products

  • Global Advertising Campaign

  • Understanding the Sales Journey Experience from both sides

  • Competitor Mystery Shopping

  • Broker Relationship Survey

  • Satisfaction Survey (Housing)

  • International Competitor Mystery Shopping

  • Affinities Partner

  • Development of the Direct Offering

  • Sports Facility Survey

  • Audience Development Plan

  • Public Consultation - Council Tax

  • Plasterboard Packaging Research

  • Understanding the use of Temporary Labour

  • Loyalty Scheme

  • Mixed Media Advertising Analysis

  • Multi-national Usage & Attitude Survey

  • Tourism Focus Groups

  • Revitalising Existing Brand

  • Trade-off Pricing Research

  • Strategic Brand Development

  • Housing Scheme Test

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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