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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

  • Revitalising Existing Brand

  • Understanding the Sales Journey Experience from both sides

  • Global Advertising Campaign

  • Comms testing alongside NPD

  • Strategic Brand Development

  • New Expert Information Product

  • International Competitor Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Developing marketing materials for new products

  • Reader Satisfaction

  • Staff Surveys

  • Understanding Customer Pricing

  • Understanding Attrition

  • Compliance Mystery Shopping

  • Visitor Survey

  • Product Development using Ethnography

  • Help Desk Mystery Shopping

  • Satisfaction Survey (Housing)

  • Affinities Partner

  • Broker Relationship Survey

  • Mixed Media Advertising Analysis

  • Public Consultation - Council Tax

  • Service Delivery Mystery Shopping

  • Understanding the use of Temporary Labour

  • Driving business growth

  • Sports Facility Survey

  • Loyalty Scheme

  • Website Development

  • Cathedral Visitor Survey

  • Prototype Evaluation

  • Brand Image Research

  • Sentencers' Satisfaction Survey

  • Financial Brand Satisfaction Tracking

  • Brand Development

  • Luxury In-store Display

  • Trade-off Pricing Research

  • Tourism Focus Groups

  • Competitor Mystery Shopping

  • Engaging adults back into education

  • International Satisfaction & Development

  • Marketing consultancy for direct insurance

  • Audience Development Plan

  • Public Consultation - Waste

  • Communication: New and existing financial products

  • Housing Scheme Test

  • Development of the Direct Offering

  • Understanding Local Business Needs

  • Benchmarking Mystery Shopping

  • Plasterboard Packaging Research

  • Brand Development & Product Screening

  • Multi-national Usage & Attitude Survey

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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