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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

  • Understanding Customer Pricing

  • Trade-off Pricing Research

  • Sentencers' Satisfaction Survey

  • International Competitor Mystery Shopping

  • International Satisfaction & Development

  • Brand Development

  • Public Consultation - Council Tax

  • Luxury In-store Display

  • Competitor Mystery Shopping

  • Development of the Direct Offering

  • Understanding the use of Temporary Labour

  • Brand Image Research

  • Reader Satisfaction

  • Brand Development & Product Screening

  • Engaging adults back into education

  • Audience Development Plan

  • Plasterboard Packaging Research

  • Revitalising Existing Brand

  • Benchmarking Mystery Shopping

  • Global Advertising Campaign

  • Communication: New and existing financial products

  • Developing marketing materials for new products

  • Adult Home Care Tracking Product Development

  • Affinities Partner

  • Tourism Focus Groups

  • Service Delivery Mystery Shopping

  • Help Desk Mystery Shopping

  • Mixed Media Advertising Analysis

  • Visitor Survey

  • Satisfaction Survey (Housing)

  • Marketing consultancy for direct insurance

  • Strategic Brand Development

  • Comms testing alongside NPD

  • Understanding the Sales Journey Experience from both sides

  • Financial Brand Satisfaction Tracking

  • Prototype Evaluation

  • Multi-national Usage & Attitude Survey

  • Public Consultation - Waste

  • New Expert Information Product

  • Housing Scheme Test

  • Compliance Mystery Shopping

  • Staff Surveys

  • Understanding Local Business Needs

  • Website Development

  • Cathedral Visitor Survey

  • Driving business growth

  • Product Development using Ethnography

  • Broker Relationship Survey

  • Understanding Attrition

  • Sports Facility Survey

  • Loyalty Scheme

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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