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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

  • Comms testing alongside NPD

  • Audience Development Plan

  • Plasterboard Packaging Research

  • Competitor Mystery Shopping

  • Satisfaction Survey (Housing)

  • Staff Surveys

  • Development of the Direct Offering

  • Broker Relationship Survey

  • Benchmarking Mystery Shopping

  • Mixed Media Advertising Analysis

  • Communication: New and existing financial products

  • Understanding the Sales Journey Experience from both sides

  • Brand Image Research

  • Brand Development

  • Understanding Customer Pricing

  • Revitalising Existing Brand

  • Marketing consultancy for direct insurance

  • Website Development

  • Luxury In-store Display

  • Cathedral Visitor Survey

  • Global Advertising Campaign

  • Financial Brand Satisfaction Tracking

  • Tourism Focus Groups

  • Multi-national Usage & Attitude Survey

  • Housing Scheme Test

  • Compliance Mystery Shopping

  • Prototype Evaluation

  • Strategic Brand Development

  • Loyalty Scheme

  • International Satisfaction & Development

  • Adult Home Care Tracking Product Development

  • Reader Satisfaction

  • Understanding the use of Temporary Labour

  • New Expert Information Product

  • Understanding Attrition

  • Visitor Survey

  • Sentencers' Satisfaction Survey

  • Understanding Local Business Needs

  • Driving business growth

  • Service Delivery Mystery Shopping

  • Brand Development & Product Screening

  • Engaging adults back into education

  • Help Desk Mystery Shopping

  • Product Development using Ethnography

  • Public Consultation - Council Tax

  • Developing marketing materials for new products

  • International Competitor Mystery Shopping

  • Public Consultation - Waste

  • Trade-off Pricing Research

  • Affinities Partner

  • Sports Facility 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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