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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

  • Help Desk Mystery Shopping

  • Sports Facility Survey

  • Understanding Local Business Needs

  • Global Advertising Campaign

  • Cathedral Visitor Survey

  • Broker Relationship Survey

  • Marketing consultancy for direct insurance

  • Tourism Focus Groups

  • Trade-off Pricing Research

  • Communication: New and existing financial products

  • Prototype Evaluation

  • Understanding the Sales Journey Experience from both sides

  • Sentencers' Satisfaction Survey

  • Benchmarking Mystery Shopping

  • Developing marketing materials for new products

  • Product Development using Ethnography

  • Website Development

  • Competitor Mystery Shopping

  • Brand Image Research

  • Brand Development & Product Screening

  • International Satisfaction & Development

  • Luxury In-store Display

  • Understanding Attrition

  • Understanding the use of Temporary Labour

  • Mixed Media Advertising Analysis

  • Satisfaction Survey (Housing)

  • Financial Brand Satisfaction Tracking

  • Understanding Customer Pricing

  • Reader Satisfaction

  • Brand Development

  • Comms testing alongside NPD

  • Staff Surveys

  • Plasterboard Packaging Research

  • Adult Home Care Tracking Product Development

  • Engaging adults back into education

  • Driving business growth

  • Visitor Survey

  • New Expert Information Product

  • Development of the Direct Offering

  • Strategic Brand Development

  • Public Consultation - Waste

  • Revitalising Existing Brand

  • Compliance Mystery Shopping

  • Loyalty Scheme

  • Multi-national Usage & Attitude Survey

  • Housing Scheme Test

  • Audience Development Plan

  • International Competitor Mystery Shopping

  • Affinities Partner

  • Service Delivery Mystery Shopping

  • Public Consultation - Council Tax

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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