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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

  • Loyalty Scheme

  • Driving business growth

  • Multi-national Usage & Attitude Survey

  • Luxury In-store Display

  • Competitor Mystery Shopping

  • Public Consultation - Waste

  • Staff Surveys

  • Understanding Customer Pricing

  • Tourism Focus Groups

  • Mixed Media Advertising Analysis

  • Engaging adults back into education

  • Brand Development & Product Screening

  • Sports Facility Survey

  • Housing Scheme Test

  • Understanding the Sales Journey Experience from both sides

  • Product Development using Ethnography

  • Understanding Local Business Needs

  • Public Consultation - Council Tax

  • Satisfaction Survey (Housing)

  • New Expert Information Product

  • Help Desk Mystery Shopping

  • Plasterboard Packaging Research

  • Comms testing alongside NPD

  • Communication: New and existing financial products

  • Affinities Partner

  • International Competitor Mystery Shopping

  • Visitor Survey

  • Trade-off Pricing Research

  • Cathedral Visitor Survey

  • Service Delivery Mystery Shopping

  • Audience Development Plan

  • Marketing consultancy for direct insurance

  • Prototype Evaluation

  • Understanding Attrition

  • Financial Brand Satisfaction Tracking

  • Website Development

  • Revitalising Existing Brand

  • Brand Image Research

  • Understanding the use of Temporary Labour

  • Sentencers' Satisfaction Survey

  • Adult Home Care Tracking Product Development

  • Reader Satisfaction

  • Benchmarking Mystery Shopping

  • Compliance Mystery Shopping

  • Global Advertising Campaign

  • Broker Relationship Survey

  • Developing marketing materials for new products

  • Strategic Brand Development

  • International Satisfaction & Development

  • Brand Development

  • Development of the Direct Offering

Contact Phoenix MRC


01242 256816



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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