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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

  • Developing marketing materials for new products

  • New Expert Information Product

  • Loyalty Scheme

  • Comms testing alongside NPD

  • Compliance Mystery Shopping

  • Marketing consultancy for direct insurance

  • Brand Development

  • Public Consultation - Waste

  • Tourism Focus Groups

  • Audience Development Plan

  • Understanding Local Business Needs

  • Broker Relationship Survey

  • Benchmarking Mystery Shopping

  • Affinities Partner

  • Sentencers' Satisfaction Survey

  • Sports Facility Survey

  • Strategic Brand Development

  • Understanding the use of Temporary Labour

  • Understanding Attrition

  • Revitalising Existing Brand

  • Help Desk Mystery Shopping

  • Public Consultation - Council Tax

  • Communication: New and existing financial products

  • Global Advertising Campaign

  • Competitor Mystery Shopping

  • Luxury In-store Display

  • Development of the Direct Offering

  • Cathedral Visitor Survey

  • Website Development

  • Product Development using Ethnography

  • Reader Satisfaction

  • Housing Scheme Test

  • Engaging adults back into education

  • Service Delivery Mystery Shopping

  • Prototype Evaluation

  • Satisfaction Survey (Housing)

  • Plasterboard Packaging Research

  • Multi-national Usage & Attitude Survey

  • Financial Brand Satisfaction Tracking

  • Understanding the Sales Journey Experience from both sides

  • Visitor Survey

  • Adult Home Care Tracking Product Development

  • Driving business growth

  • International Satisfaction & Development

  • Mixed Media Advertising Analysis

  • Trade-off Pricing Research

  • Staff Surveys

  • Understanding Customer Pricing

  • Brand Image Research

  • International Competitor Mystery Shopping

  • Brand Development & Product Screening

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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