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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

  • Loyalty Scheme

  • Staff Surveys

  • New Expert Information Product

  • Engaging adults back into education

  • Product Development using Ethnography

  • Developing marketing materials for new products

  • Driving business growth

  • Communication: New and existing financial products

  • Financial Brand Satisfaction Tracking

  • Reader Satisfaction

  • Help Desk Mystery Shopping

  • Affinities Partner

  • Audience Development Plan

  • Service Delivery Mystery Shopping

  • Understanding Local Business Needs

  • Satisfaction Survey (Housing)

  • Trade-off Pricing Research

  • Multi-national Usage & Attitude Survey

  • Development of the Direct Offering

  • Visitor Survey

  • International Competitor Mystery Shopping

  • Mixed Media Advertising Analysis

  • Understanding Attrition

  • Brand Development

  • Understanding the Sales Journey Experience from both sides

  • Luxury In-store Display

  • Public Consultation - Waste

  • Website Development

  • Revitalising Existing Brand

  • International Satisfaction & Development

  • Plasterboard Packaging Research

  • Benchmarking Mystery Shopping

  • Understanding Customer Pricing

  • Adult Home Care Tracking Product Development

  • Compliance Mystery Shopping

  • Public Consultation - Council Tax

  • Broker Relationship Survey

  • Brand Development & Product Screening

  • Global Advertising Campaign

  • Marketing consultancy for direct insurance

  • Tourism Focus Groups

  • Prototype Evaluation

  • Understanding the use of Temporary Labour

  • Sentencers' Satisfaction Survey

  • Sports Facility Survey

  • Brand Image Research

  • Strategic Brand Development

  • Cathedral Visitor Survey

  • Comms testing alongside NPD

  • Housing Scheme Test

  • Competitor 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

Ready to find out more?

Contact us to discover how we can help your business today.

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