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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

  • Developing marketing materials for new products

  • Global Advertising Campaign

  • International Satisfaction & Development

  • Public Consultation - Waste

  • Tourism Focus Groups

  • Visitor Survey

  • Service Delivery Mystery Shopping

  • Understanding the use of Temporary Labour

  • Communication: New and existing financial products

  • Reader Satisfaction

  • Engaging adults back into education

  • New Expert Information Product

  • Satisfaction Survey (Housing)

  • Financial Brand Satisfaction Tracking

  • Compliance Mystery Shopping

  • Understanding Local Business Needs

  • Marketing consultancy for direct insurance

  • Benchmarking Mystery Shopping

  • Staff Surveys

  • Competitor Mystery Shopping

  • Comms testing alongside NPD

  • Plasterboard Packaging Research

  • Broker Relationship Survey

  • Adult Home Care Tracking Product Development

  • Product Development using Ethnography

  • Trade-off Pricing Research

  • Understanding Attrition

  • Understanding Customer Pricing

  • Strategic Brand Development

  • Prototype Evaluation

  • Understanding the Sales Journey Experience from both sides

  • International Competitor Mystery Shopping

  • Loyalty Scheme

  • Sentencers' Satisfaction Survey

  • Development of the Direct Offering

  • Brand Image Research

  • Housing Scheme Test

  • Affinities Partner

  • Luxury In-store Display

  • Brand Development

  • Revitalising Existing Brand

  • Driving business growth

  • Multi-national Usage & Attitude Survey

  • Public Consultation - Council Tax

  • Help Desk Mystery Shopping

  • Sports Facility Survey

  • Brand Development & Product Screening

  • Audience Development Plan

  • Cathedral Visitor Survey

  • Mixed Media Advertising Analysis

  • Website Development

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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