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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

  • Adult Home Care Tracking Product Development

  • Understanding Local Business Needs

  • Comms testing alongside NPD

  • Tourism Focus Groups

  • Broker Relationship Survey

  • International Satisfaction & Development

  • Public Consultation - Waste

  • Financial Brand Satisfaction Tracking

  • Understanding the use of Temporary Labour

  • Brand Image Research

  • Prototype Evaluation

  • Multi-national Usage & Attitude Survey

  • Compliance Mystery Shopping

  • New Expert Information Product

  • Revitalising Existing Brand

  • Driving business growth

  • International Competitor Mystery Shopping

  • Sports Facility Survey

  • Cathedral Visitor Survey

  • Global Advertising Campaign

  • Mixed Media Advertising Analysis

  • Development of the Direct Offering

  • Service Delivery Mystery Shopping

  • Help Desk Mystery Shopping

  • Brand Development

  • Understanding the Sales Journey Experience from both sides

  • Housing Scheme Test

  • Luxury In-store Display

  • Competitor Mystery Shopping

  • Reader Satisfaction

  • Affinities Partner

  • Understanding Attrition

  • Trade-off Pricing Research

  • Loyalty Scheme

  • Developing marketing materials for new products

  • Public Consultation - Council Tax

  • Product Development using Ethnography

  • Sentencers' Satisfaction Survey

  • Engaging adults back into education

  • Benchmarking Mystery Shopping

  • Understanding Customer Pricing

  • Website Development

  • Audience Development Plan

  • Staff Surveys

  • Visitor Survey

  • Strategic Brand Development

  • Brand Development & Product Screening

  • Marketing consultancy for direct insurance

  • Plasterboard Packaging Research

  • Communication: New and existing financial products

  • Satisfaction Survey (Housing)

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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