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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

  • Sports Facility Survey

  • Audience Development Plan

  • Brand Development & Product Screening

  • Brand Image Research

  • Public Consultation - Waste

  • Website Development

  • Global Advertising Campaign

  • Understanding the Sales Journey Experience from both sides

  • New Expert Information Product

  • Compliance Mystery Shopping

  • International Satisfaction & Development

  • Mixed Media Advertising Analysis

  • Adult Home Care Tracking Product Development

  • Benchmarking Mystery Shopping

  • Brand Development

  • Plasterboard Packaging Research

  • Help Desk Mystery Shopping

  • Communication: New and existing financial products

  • Revitalising Existing Brand

  • Loyalty Scheme

  • Multi-national Usage & Attitude Survey

  • Understanding the use of Temporary Labour

  • Competitor Mystery Shopping

  • Developing marketing materials for new products

  • Understanding Attrition

  • Service Delivery Mystery Shopping

  • Product Development using Ethnography

  • Satisfaction Survey (Housing)

  • Visitor Survey

  • Financial Brand Satisfaction Tracking

  • Public Consultation - Council Tax

  • Strategic Brand Development

  • Trade-off Pricing Research

  • Affinities Partner

  • Understanding Local Business Needs

  • Broker Relationship Survey

  • Staff Surveys

  • Comms testing alongside NPD

  • Reader Satisfaction

  • Housing Scheme Test

  • Sentencers' Satisfaction Survey

  • Understanding Customer Pricing

  • Prototype Evaluation

  • International Competitor Mystery Shopping

  • Marketing consultancy for direct insurance

  • Cathedral Visitor Survey

  • Luxury In-store Display

  • Development of the Direct Offering

  • Driving business growth

  • Tourism Focus Groups

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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