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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

  • Understanding Attrition

  • Revitalising Existing Brand

  • Public Consultation - Council Tax

  • Brand Development & Product Screening

  • Communication: New and existing financial products

  • Competitor Mystery Shopping

  • New Expert Information Product

  • Benchmarking Mystery Shopping

  • Tourism Focus Groups

  • International Satisfaction & Development

  • Luxury In-store Display

  • Understanding the Sales Journey Experience from both sides

  • Reader Satisfaction

  • Product Development using Ethnography

  • Strategic Brand Development

  • Mixed Media Advertising Analysis

  • Compliance Mystery Shopping

  • Help Desk Mystery Shopping

  • Brand Image Research

  • Broker Relationship Survey

  • Global Advertising Campaign

  • Understanding the use of Temporary Labour

  • Marketing consultancy for direct insurance

  • Prototype Evaluation

  • Comms testing alongside NPD

  • Housing Scheme Test

  • Understanding Customer Pricing

  • International Competitor Mystery Shopping

  • Service Delivery Mystery Shopping

  • Driving business growth

  • Understanding Local Business Needs

  • Website Development

  • Satisfaction Survey (Housing)

  • Development of the Direct Offering

  • Multi-national Usage & Attitude Survey

  • Loyalty Scheme

  • Staff Surveys

  • Plasterboard Packaging Research

  • Cathedral Visitor Survey

  • Audience Development Plan

  • Affinities Partner

  • Engaging adults back into education

  • Financial Brand Satisfaction Tracking

  • Sentencers' Satisfaction Survey

  • Developing marketing materials for new products

  • Brand Development

  • Sports Facility Survey

  • Visitor Survey

  • Adult Home Care Tracking Product Development

  • Public Consultation - Waste

  • Trade-off Pricing Research

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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