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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

  • Marketing consultancy for direct insurance

  • Satisfaction Survey (Housing)

  • Revitalising Existing Brand

  • International Competitor Mystery Shopping

  • Mixed Media Advertising Analysis

  • Brand Development

  • International Satisfaction & Development

  • Sports Facility Survey

  • Website Development

  • Brand Development & Product Screening

  • Financial Brand Satisfaction Tracking

  • Understanding Customer Pricing

  • Staff Surveys

  • Audience Development Plan

  • Product Development using Ethnography

  • Public Consultation - Council Tax

  • Luxury In-store Display

  • Affinities Partner

  • Multi-national Usage & Attitude Survey

  • Help Desk Mystery Shopping

  • Plasterboard Packaging Research

  • Understanding the use of Temporary Labour

  • Sentencers' Satisfaction Survey

  • Service Delivery Mystery Shopping

  • Trade-off Pricing Research

  • Understanding Attrition

  • Broker Relationship Survey

  • Brand Image Research

  • Adult Home Care Tracking Product Development

  • Housing Scheme Test

  • Driving business growth

  • Competitor Mystery Shopping

  • Benchmarking Mystery Shopping

  • Communication: New and existing financial products

  • Understanding the Sales Journey Experience from both sides

  • Strategic Brand Development

  • Loyalty Scheme

  • Cathedral Visitor Survey

  • Prototype Evaluation

  • Engaging adults back into education

  • Reader Satisfaction

  • Tourism Focus Groups

  • New Expert Information Product

  • Compliance Mystery Shopping

  • Public Consultation - Waste

  • Comms testing alongside NPD

  • Visitor Survey

  • Developing marketing materials for new products

  • Understanding Local Business Needs

  • Global Advertising Campaign

  • Development of the Direct Offering

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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