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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

  • Communication: New and existing financial products

  • Luxury In-store Display

  • Public Consultation - Council Tax

  • Brand Development & Product Screening

  • New Expert Information Product

  • Broker Relationship Survey

  • Public Consultation - Waste

  • Revitalising Existing Brand

  • Engaging adults back into education

  • Comms testing alongside NPD

  • Trade-off Pricing Research

  • Understanding Attrition

  • Brand Image Research

  • Visitor Survey

  • Understanding Local Business Needs

  • Reader Satisfaction

  • Multi-national Usage & Attitude Survey

  • Mixed Media Advertising Analysis

  • Marketing consultancy for direct insurance

  • Sentencers' Satisfaction Survey

  • Understanding Customer Pricing

  • Service Delivery Mystery Shopping

  • Cathedral Visitor Survey

  • Understanding the use of Temporary Labour

  • Financial Brand Satisfaction Tracking

  • Loyalty Scheme

  • Understanding the Sales Journey Experience from both sides

  • Website Development

  • Affinities Partner

  • Driving business growth

  • Sports Facility Survey

  • Tourism Focus Groups

  • Competitor Mystery Shopping

  • Global Advertising Campaign

  • Satisfaction Survey (Housing)

  • International Satisfaction & Development

  • Brand Development

  • Prototype Evaluation

  • Development of the Direct Offering

  • Developing marketing materials for new products

  • Adult Home Care Tracking Product Development

  • Help Desk Mystery Shopping

  • Benchmarking Mystery Shopping

  • Audience Development Plan

  • Plasterboard Packaging Research

  • Strategic Brand Development

  • International Competitor Mystery Shopping

  • Staff Surveys

  • Product Development using Ethnography

  • Compliance Mystery Shopping

  • Housing Scheme Test

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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