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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 the Sales Journey Experience from both sides

  • Understanding Customer Pricing

  • Comms testing alongside NPD

  • New Expert Information Product

  • Public Consultation - Waste

  • Brand Development & Product Screening

  • Reader Satisfaction

  • Understanding Attrition

  • Understanding the use of Temporary Labour

  • Brand Development

  • Public Consultation - Council Tax

  • Audience Development Plan

  • Housing Scheme Test

  • Compliance Mystery Shopping

  • Brand Image Research

  • Engaging adults back into education

  • Benchmarking Mystery Shopping

  • Satisfaction Survey (Housing)

  • Prototype Evaluation

  • Global Advertising Campaign

  • International Satisfaction & Development

  • Help Desk Mystery Shopping

  • Luxury In-store Display

  • Revitalising Existing Brand

  • Adult Home Care Tracking Product Development

  • Visitor Survey

  • Plasterboard Packaging Research

  • Broker Relationship Survey

  • Communication: New and existing financial products

  • Competitor Mystery Shopping

  • International Competitor Mystery Shopping

  • Loyalty Scheme

  • Service Delivery Mystery Shopping

  • Cathedral Visitor Survey

  • Website Development

  • Marketing consultancy for direct insurance

  • Development of the Direct Offering

  • Affinities Partner

  • Sentencers' Satisfaction Survey

  • Developing marketing materials for new products

  • Trade-off Pricing Research

  • Financial Brand Satisfaction Tracking

  • Driving business growth

  • Mixed Media Advertising Analysis

  • Staff Surveys

  • Strategic Brand Development

  • Tourism Focus Groups

  • Product Development using Ethnography

  • Multi-national Usage & Attitude Survey

  • Understanding Local Business Needs

  • Sports Facility 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

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Contact us to discover how we can help your business today.

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