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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

  • Product Development using Ethnography

  • Luxury In-store Display

  • Broker Relationship Survey

  • Tourism Focus Groups

  • Benchmarking Mystery Shopping

  • Communication: New and existing financial products

  • Understanding Customer Pricing

  • Development of the Direct Offering

  • Mixed Media Advertising Analysis

  • Satisfaction Survey (Housing)

  • Audience Development Plan

  • Understanding Local Business Needs

  • Strategic Brand Development

  • Cathedral Visitor Survey

  • Prototype Evaluation

  • Housing Scheme Test

  • Driving business growth

  • Staff Surveys

  • International Competitor Mystery Shopping

  • International Satisfaction & Development

  • Affinities Partner

  • Trade-off Pricing Research

  • Brand Development

  • Compliance Mystery Shopping

  • Loyalty Scheme

  • Sentencers' Satisfaction Survey

  • New Expert Information Product

  • Revitalising Existing Brand

  • Understanding the Sales Journey Experience from both sides

  • Reader Satisfaction

  • Understanding the use of Temporary Labour

  • Adult Home Care Tracking Product Development

  • Marketing consultancy for direct insurance

  • Competitor Mystery Shopping

  • Developing marketing materials for new products

  • Service Delivery Mystery Shopping

  • Help Desk Mystery Shopping

  • Engaging adults back into education

  • Plasterboard Packaging Research

  • Multi-national Usage & Attitude Survey

  • Understanding Attrition

  • Comms testing alongside NPD

  • Public Consultation - Council Tax

  • Brand Image Research

  • Visitor Survey

  • Global Advertising Campaign

  • Financial Brand Satisfaction Tracking

  • Brand Development & Product Screening

  • Public Consultation - Waste

  • Website Development

  • 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

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Contact us to discover how we can help your business today.

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