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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

  • International Satisfaction & Development

  • New Expert Information Product

  • Driving business growth

  • Multi-national Usage & Attitude Survey

  • Sentencers' Satisfaction Survey

  • Benchmarking Mystery Shopping

  • Website Development

  • Understanding the use of Temporary Labour

  • Affinities Partner

  • Help Desk Mystery Shopping

  • Public Consultation - Council Tax

  • Service Delivery Mystery Shopping

  • Compliance Mystery Shopping

  • Competitor Mystery Shopping

  • Product Development using Ethnography

  • Mixed Media Advertising Analysis

  • Plasterboard Packaging Research

  • Tourism Focus Groups

  • Engaging adults back into education

  • Broker Relationship Survey

  • Housing Scheme Test

  • Audience Development Plan

  • Marketing consultancy for direct insurance

  • Public Consultation - Waste

  • Communication: New and existing financial products

  • Strategic Brand Development

  • Prototype Evaluation

  • Loyalty Scheme

  • Understanding Attrition

  • Sports Facility Survey

  • Cathedral Visitor Survey

  • Comms testing alongside NPD

  • Developing marketing materials for new products

  • Adult Home Care Tracking Product Development

  • Development of the Direct Offering

  • Financial Brand Satisfaction Tracking

  • Understanding Customer Pricing

  • Brand Image Research

  • Visitor Survey

  • Reader Satisfaction

  • Brand Development

  • Staff Surveys

  • Brand Development & Product Screening

  • International Competitor Mystery Shopping

  • Satisfaction Survey (Housing)

  • Luxury In-store Display

  • Global Advertising Campaign

  • Understanding Local Business Needs

  • Trade-off Pricing Research

  • Revitalising Existing Brand

  • Understanding the Sales Journey Experience from both sides

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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