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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

  • Engaging adults back into education

  • Brand Image Research

  • Visitor Survey

  • Staff Surveys

  • Driving business growth

  • Housing Scheme Test

  • Cathedral Visitor Survey

  • Multi-national Usage & Attitude Survey

  • Satisfaction Survey (Housing)

  • Audience Development Plan

  • Affinities Partner

  • Revitalising Existing Brand

  • Development of the Direct Offering

  • Compliance Mystery Shopping

  • Service Delivery Mystery Shopping

  • Public Consultation - Council Tax

  • Global Advertising Campaign

  • Developing marketing materials for new products

  • New Expert Information Product

  • Comms testing alongside NPD

  • Communication: New and existing financial products

  • Trade-off Pricing Research

  • Luxury In-store Display

  • Reader Satisfaction

  • Marketing consultancy for direct insurance

  • Broker Relationship Survey

  • International Competitor Mystery Shopping

  • Plasterboard Packaging Research

  • Help Desk Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Prototype Evaluation

  • Website Development

  • Understanding the use of Temporary Labour

  • Understanding Customer Pricing

  • Brand Development

  • Financial Brand Satisfaction Tracking

  • Understanding the Sales Journey Experience from both sides

  • Brand Development & Product Screening

  • Product Development using Ethnography

  • Sentencers' Satisfaction Survey

  • Benchmarking Mystery Shopping

  • Understanding Attrition

  • Sports Facility Survey

  • Understanding Local Business Needs

  • Tourism Focus Groups

  • Strategic Brand Development

  • Loyalty Scheme

  • Mixed Media Advertising Analysis

  • International Satisfaction & Development

  • Competitor Mystery Shopping

  • Public Consultation - Waste

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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