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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

  • Cathedral Visitor Survey

  • Multi-national Usage & Attitude Survey

  • Brand Development & Product Screening

  • Website Development

  • Compliance Mystery Shopping

  • New Expert Information Product

  • Understanding Local Business Needs

  • Public Consultation - Council Tax

  • Marketing consultancy for direct insurance

  • Understanding Customer Pricing

  • Understanding the use of Temporary Labour

  • Service Delivery Mystery Shopping

  • Strategic Brand Development

  • Plasterboard Packaging Research

  • Development of the Direct Offering

  • Satisfaction Survey (Housing)

  • Mixed Media Advertising Analysis

  • Broker Relationship Survey

  • Adult Home Care Tracking Product Development

  • Brand Development

  • Visitor Survey

  • Tourism Focus Groups

  • Competitor Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Audience Development Plan

  • Sports Facility Survey

  • Understanding the Sales Journey Experience from both sides

  • Staff Surveys

  • Prototype Evaluation

  • International Satisfaction & Development

  • Brand Image Research

  • Housing Scheme Test

  • Engaging adults back into education

  • Loyalty Scheme

  • Financial Brand Satisfaction Tracking

  • Trade-off Pricing Research

  • Affinities Partner

  • Reader Satisfaction

  • Communication: New and existing financial products

  • Revitalising Existing Brand

  • Public Consultation - Waste

  • Comms testing alongside NPD

  • International Competitor Mystery Shopping

  • Global Advertising Campaign

  • Understanding Attrition

  • Luxury In-store Display

  • Product Development using Ethnography

  • Help Desk Mystery Shopping

  • Developing marketing materials for new products

  • Driving business growth

  • Benchmarking Mystery Shopping

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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