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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

  • New Expert Information Product

  • Multi-national Usage & Attitude Survey

  • Benchmarking Mystery Shopping

  • Trade-off Pricing Research

  • Affinities Partner

  • Adult Home Care Tracking Product Development

  • Public Consultation - Council Tax

  • Product Development using Ethnography

  • Reader Satisfaction

  • Service Delivery Mystery Shopping

  • Understanding the use of Temporary Labour

  • Development of the Direct Offering

  • Help Desk Mystery Shopping

  • Cathedral Visitor Survey

  • Brand Development

  • Understanding Customer Pricing

  • Global Advertising Campaign

  • Developing marketing materials for new products

  • Communication: New and existing financial products

  • Public Consultation - Waste

  • International Competitor Mystery Shopping

  • Prototype Evaluation

  • Brand Image Research

  • Satisfaction Survey (Housing)

  • Strategic Brand Development

  • Brand Development & Product Screening

  • Competitor Mystery Shopping

  • Website Development

  • Staff Surveys

  • Marketing consultancy for direct insurance

  • Audience Development Plan

  • Driving business growth

  • Understanding Local Business Needs

  • Luxury In-store Display

  • Understanding Attrition

  • Engaging adults back into education

  • Tourism Focus Groups

  • Revitalising Existing Brand

  • Financial Brand Satisfaction Tracking

  • Plasterboard Packaging Research

  • Sports Facility Survey

  • Understanding the Sales Journey Experience from both sides

  • Broker Relationship Survey

  • Comms testing alongside NPD

  • Compliance Mystery Shopping

  • Housing Scheme Test

  • Mixed Media Advertising Analysis

  • Loyalty Scheme

  • Visitor Survey

  • Sentencers' Satisfaction Survey

  • International Satisfaction & Development

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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