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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

  • Brand Development & Product Screening

  • Luxury In-store Display

  • Driving business growth

  • Prototype Evaluation

  • International Competitor Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Development of the Direct Offering

  • Understanding Local Business Needs

  • Loyalty Scheme

  • Understanding the use of Temporary Labour

  • International Satisfaction & Development

  • Understanding Customer Pricing

  • Affinities Partner

  • Understanding the Sales Journey Experience from both sides

  • Understanding Attrition

  • Communication: New and existing financial products

  • Revitalising Existing Brand

  • Brand Image Research

  • Brand Development

  • Adult Home Care Tracking Product Development

  • Public Consultation - Waste

  • Trade-off Pricing Research

  • Mixed Media Advertising Analysis

  • Cathedral Visitor Survey

  • Multi-national Usage & Attitude Survey

  • Sports Facility Survey

  • Global Advertising Campaign

  • Satisfaction Survey (Housing)

  • New Expert Information Product

  • Developing marketing materials for new products

  • Visitor Survey

  • Reader Satisfaction

  • Competitor Mystery Shopping

  • Compliance Mystery Shopping

  • Housing Scheme Test

  • Benchmarking Mystery Shopping

  • Engaging adults back into education

  • Broker Relationship Survey

  • Marketing consultancy for direct insurance

  • Tourism Focus Groups

  • Audience Development Plan

  • Product Development using Ethnography

  • Comms testing alongside NPD

  • Website Development

  • Staff Surveys

  • Public Consultation - Council Tax

  • Plasterboard Packaging Research

  • Strategic Brand Development

  • Service Delivery Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Help Desk 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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