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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

  • Tourism Focus Groups

  • Benchmarking Mystery Shopping

  • Staff Surveys

  • Housing Scheme Test

  • Plasterboard Packaging Research

  • Product Development using Ethnography

  • Cathedral Visitor Survey

  • Visitor Survey

  • Broker Relationship Survey

  • Public Consultation - Council Tax

  • Website Development

  • Developing marketing materials for new products

  • Understanding the use of Temporary Labour

  • Understanding Customer Pricing

  • Driving business growth

  • Communication: New and existing financial products

  • Brand Development & Product Screening

  • Mixed Media Advertising Analysis

  • Loyalty Scheme

  • Understanding Local Business Needs

  • Engaging adults back into education

  • Development of the Direct Offering

  • Prototype Evaluation

  • Service Delivery Mystery Shopping

  • International Competitor Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Global Advertising Campaign

  • Reader Satisfaction

  • Comms testing alongside NPD

  • Public Consultation - Waste

  • Audience Development Plan

  • Understanding the Sales Journey Experience from both sides

  • Satisfaction Survey (Housing)

  • Revitalising Existing Brand

  • Luxury In-store Display

  • Multi-national Usage & Attitude Survey

  • Compliance Mystery Shopping

  • Affinities Partner

  • Marketing consultancy for direct insurance

  • Financial Brand Satisfaction Tracking

  • Sports Facility Survey

  • Trade-off Pricing Research

  • Strategic Brand Development

  • International Satisfaction & Development

  • Brand Image Research

  • Understanding Attrition

  • Adult Home Care Tracking Product Development

  • Brand Development

  • Competitor Mystery Shopping

  • Help Desk Mystery Shopping

  • New Expert Information Product

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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