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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 Attrition

  • Comms testing alongside NPD

  • Public Consultation - Council Tax

  • Audience Development Plan

  • Staff Surveys

  • Mixed Media Advertising Analysis

  • Trade-off Pricing Research

  • Prototype Evaluation

  • Luxury In-store Display

  • Engaging adults back into education

  • Strategic Brand Development

  • Brand Image Research

  • International Satisfaction & Development

  • Affinities Partner

  • Understanding Customer Pricing

  • Financial Brand Satisfaction Tracking

  • Understanding the Sales Journey Experience from both sides

  • Brand Development & Product Screening

  • Development of the Direct Offering

  • Marketing consultancy for direct insurance

  • Competitor Mystery Shopping

  • Public Consultation - Waste

  • Benchmarking Mystery Shopping

  • Sports Facility Survey

  • Global Advertising Campaign

  • Satisfaction Survey (Housing)

  • Help Desk Mystery Shopping

  • International Competitor Mystery Shopping

  • Website Development

  • Compliance Mystery Shopping

  • Housing Scheme Test

  • Broker Relationship Survey

  • Sentencers' Satisfaction Survey

  • Product Development using Ethnography

  • Brand Development

  • Understanding the use of Temporary Labour

  • New Expert Information Product

  • Communication: New and existing financial products

  • Adult Home Care Tracking Product Development

  • Service Delivery Mystery Shopping

  • Developing marketing materials for new products

  • Multi-national Usage & Attitude Survey

  • Plasterboard Packaging Research

  • Visitor Survey

  • Reader Satisfaction

  • Understanding Local Business Needs

  • Revitalising Existing Brand

  • Loyalty Scheme

  • Tourism Focus Groups

  • Cathedral Visitor Survey

  • Driving business growth

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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