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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

  • Driving business growth

  • Brand Development

  • Loyalty Scheme

  • Revitalising Existing Brand

  • Cathedral Visitor Survey

  • Mixed Media Advertising Analysis

  • Global Advertising Campaign

  • Financial Brand Satisfaction Tracking

  • New Expert Information Product

  • Brand Development & Product Screening

  • Multi-national Usage & Attitude Survey

  • Broker Relationship Survey

  • International Competitor Mystery Shopping

  • Public Consultation - Waste

  • Competitor Mystery Shopping

  • Product Development using Ethnography

  • Comms testing alongside NPD

  • Understanding the use of Temporary Labour

  • Service Delivery Mystery Shopping

  • Marketing consultancy for direct insurance

  • Trade-off Pricing Research

  • Visitor Survey

  • Audience Development Plan

  • Satisfaction Survey (Housing)

  • Brand Image Research

  • Plasterboard Packaging Research

  • Development of the Direct Offering

  • Website Development

  • Understanding Customer Pricing

  • Sentencers' Satisfaction Survey

  • Sports Facility Survey

  • Affinities Partner

  • Tourism Focus Groups

  • Understanding Local Business Needs

  • Prototype Evaluation

  • Staff Surveys

  • Public Consultation - Council Tax

  • Understanding the Sales Journey Experience from both sides

  • Help Desk Mystery Shopping

  • Strategic Brand Development

  • Understanding Attrition

  • Adult Home Care Tracking Product Development

  • Luxury In-store Display

  • Reader Satisfaction

  • Developing marketing materials for new products

  • Housing Scheme Test

  • Benchmarking Mystery Shopping

  • Engaging adults back into education

  • International Satisfaction & Development

  • Compliance Mystery Shopping

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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