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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

  • Brand Development

  • Reader Satisfaction

  • Competitor Mystery Shopping

  • Product Development using Ethnography

  • Affinities Partner

  • Brand Image Research

  • Understanding Local Business Needs

  • New Expert Information Product

  • Driving business growth

  • Public Consultation - Waste

  • Plasterboard Packaging Research

  • Benchmarking Mystery Shopping

  • Staff Surveys

  • Engaging adults back into education

  • Strategic Brand Development

  • Satisfaction Survey (Housing)

  • Cathedral Visitor Survey

  • Marketing consultancy for direct insurance

  • Loyalty Scheme

  • Help Desk Mystery Shopping

  • Housing Scheme Test

  • International Competitor Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Understanding Customer Pricing

  • Prototype Evaluation

  • Public Consultation - Council Tax

  • Global Advertising Campaign

  • Development of the Direct Offering

  • International Satisfaction & Development

  • Service Delivery Mystery Shopping

  • Broker Relationship Survey

  • Adult Home Care Tracking Product Development

  • Trade-off Pricing Research

  • Sentencers' Satisfaction Survey

  • Understanding Attrition

  • Revitalising Existing Brand

  • Communication: New and existing financial products

  • Luxury In-store Display

  • Brand Development & Product Screening

  • Audience Development Plan

  • Website Development

  • Sports Facility Survey

  • Understanding the Sales Journey Experience from both sides

  • Tourism Focus Groups

  • Mixed Media Advertising Analysis

  • Visitor Survey

  • Compliance Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Comms testing alongside NPD

  • Developing marketing materials for new products

  • Understanding the use of Temporary Labour

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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