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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

  • Luxury In-store Display

  • Understanding Local Business Needs

  • Brand Image Research

  • Audience Development Plan

  • Understanding Attrition

  • Service Delivery Mystery Shopping

  • Revitalising Existing Brand

  • Plasterboard Packaging Research

  • Developing marketing materials for new products

  • International Satisfaction & Development

  • Reader Satisfaction

  • Loyalty Scheme

  • Affinities Partner

  • Public Consultation - Waste

  • Housing Scheme Test

  • Engaging adults back into education

  • Strategic Brand Development

  • Tourism Focus Groups

  • Sports Facility Survey

  • Understanding the use of Temporary Labour

  • Benchmarking Mystery Shopping

  • Staff Surveys

  • Marketing consultancy for direct insurance

  • Multi-national Usage & Attitude Survey

  • Mixed Media Advertising Analysis

  • Cathedral Visitor Survey

  • Website Development

  • Development of the Direct Offering

  • Communication: New and existing financial products

  • Prototype Evaluation

  • Satisfaction Survey (Housing)

  • Public Consultation - Council Tax

  • Brand Development & Product Screening

  • Help Desk Mystery Shopping

  • Product Development using Ethnography

  • Sentencers' Satisfaction Survey

  • Compliance Mystery Shopping

  • International Competitor Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Trade-off Pricing Research

  • Brand Development

  • New Expert Information Product

  • Understanding the Sales Journey Experience from both sides

  • Competitor Mystery Shopping

  • Broker Relationship Survey

  • Comms testing alongside NPD

  • Understanding Customer Pricing

  • Global Advertising Campaign

  • Financial Brand Satisfaction Tracking

  • Driving business growth

  • Visitor Survey

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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