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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

  • Help Desk Mystery Shopping

  • Broker Relationship Survey

  • Revitalising Existing Brand

  • Understanding the Sales Journey Experience from both sides

  • Strategic Brand Development

  • Engaging adults back into education

  • Staff Surveys

  • Affinities Partner

  • Understanding Attrition

  • Comms testing alongside NPD

  • Trade-off Pricing Research

  • Adult Home Care Tracking Product Development

  • Loyalty Scheme

  • Global Advertising Campaign

  • Cathedral Visitor Survey

  • International Competitor Mystery Shopping

  • Prototype Evaluation

  • Brand Image Research

  • Understanding Local Business Needs

  • Understanding Customer Pricing

  • Luxury In-store Display

  • Benchmarking Mystery Shopping

  • Plasterboard Packaging Research

  • Developing marketing materials for new products

  • Driving business growth

  • Visitor Survey

  • Marketing consultancy for direct insurance

  • International Satisfaction & Development

  • Public Consultation - Waste

  • Satisfaction Survey (Housing)

  • Sentencers' Satisfaction Survey

  • Sports Facility Survey

  • Brand Development

  • Understanding the use of Temporary Labour

  • Communication: New and existing financial products

  • Reader Satisfaction

  • Tourism Focus Groups

  • Housing Scheme Test

  • Competitor Mystery Shopping

  • Public Consultation - Council Tax

  • Product Development using Ethnography

  • Financial Brand Satisfaction Tracking

  • Service Delivery Mystery Shopping

  • Compliance Mystery Shopping

  • Brand Development & Product Screening

  • Development of the Direct Offering

  • Multi-national Usage & Attitude Survey

  • New Expert Information Product

  • Audience Development Plan

  • Website Development

  • Mixed Media Advertising Analysis

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

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Contact us to discover how we can help your business today.

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