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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 & Product Screening

  • Engaging adults back into education

  • Brand Image Research

  • Strategic Brand Development

  • Revitalising Existing Brand

  • Understanding Attrition

  • Loyalty Scheme

  • Understanding Local Business Needs

  • Public Consultation - Waste

  • Benchmarking Mystery Shopping

  • Public Consultation - Council Tax

  • Reader Satisfaction

  • Competitor Mystery Shopping

  • Understanding Customer Pricing

  • Help Desk Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Global Advertising Campaign

  • Mixed Media Advertising Analysis

  • Comms testing alongside NPD

  • Adult Home Care Tracking Product Development

  • Prototype Evaluation

  • Developing marketing materials for new products

  • Understanding the Sales Journey Experience from both sides

  • Affinities Partner

  • Satisfaction Survey (Housing)

  • Development of the Direct Offering

  • Communication: New and existing financial products

  • Sentencers' Satisfaction Survey

  • Broker Relationship Survey

  • Brand Development

  • Visitor Survey

  • Cathedral Visitor Survey

  • Service Delivery Mystery Shopping

  • Tourism Focus Groups

  • Driving business growth

  • Compliance Mystery Shopping

  • Staff Surveys

  • Understanding the use of Temporary Labour

  • New Expert Information Product

  • Website Development

  • International Satisfaction & Development

  • Sports Facility Survey

  • International Competitor Mystery Shopping

  • Trade-off Pricing Research

  • Housing Scheme Test

  • Luxury In-store Display

  • Product Development using Ethnography

  • Audience Development Plan

  • Financial Brand Satisfaction Tracking

  • Plasterboard Packaging Research

  • Marketing consultancy for direct insurance

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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