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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

  • Development of the Direct Offering

  • Financial Brand Satisfaction Tracking

  • Affinities Partner

  • Help Desk Mystery Shopping

  • Service Delivery Mystery Shopping

  • New Expert Information Product

  • Trade-off Pricing Research

  • Driving business growth

  • Understanding Local Business Needs

  • International Competitor Mystery Shopping

  • Compliance Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Brand Image Research

  • Plasterboard Packaging Research

  • Strategic Brand Development

  • Understanding Attrition

  • Developing marketing materials for new products

  • Revitalising Existing Brand

  • International Satisfaction & Development

  • Audience Development Plan

  • Understanding the use of Temporary Labour

  • Product Development using Ethnography

  • Website Development

  • Broker Relationship Survey

  • Satisfaction Survey (Housing)

  • Sentencers' Satisfaction Survey

  • Visitor Survey

  • Communication: New and existing financial products

  • Benchmarking Mystery Shopping

  • Mixed Media Advertising Analysis

  • Understanding Customer Pricing

  • Loyalty Scheme

  • Housing Scheme Test

  • Cathedral Visitor Survey

  • Staff Surveys

  • Competitor Mystery Shopping

  • Tourism Focus Groups

  • Global Advertising Campaign

  • Brand Development & Product Screening

  • Brand Development

  • Multi-national Usage & Attitude Survey

  • Prototype Evaluation

  • Sports Facility Survey

  • Public Consultation - Waste

  • Public Consultation - Council Tax

  • Engaging adults back into education

  • Marketing consultancy for direct insurance

  • Understanding the Sales Journey Experience from both sides

  • Luxury In-store Display

  • Comms testing alongside NPD

  • Reader Satisfaction

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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