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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

  • Audience Development Plan

  • Brand Development

  • Competitor Mystery Shopping

  • Housing Scheme Test

  • Understanding Customer Pricing

  • Service Delivery Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Driving business growth

  • Broker Relationship Survey

  • Understanding the use of Temporary Labour

  • Staff Surveys

  • Strategic Brand Development

  • Development of the Direct Offering

  • Communication: New and existing financial products

  • Understanding Attrition

  • Revitalising Existing Brand

  • Tourism Focus Groups

  • Loyalty Scheme

  • Brand Development & Product Screening

  • Compliance Mystery Shopping

  • Understanding Local Business Needs

  • Financial Brand Satisfaction Tracking

  • Mixed Media Advertising Analysis

  • Sports Facility Survey

  • Benchmarking Mystery Shopping

  • Engaging adults back into education

  • Product Development using Ethnography

  • Brand Image Research

  • International Satisfaction & Development

  • Marketing consultancy for direct insurance

  • Affinities Partner

  • Global Advertising Campaign

  • Trade-off Pricing Research

  • Understanding the Sales Journey Experience from both sides

  • Website Development

  • Multi-national Usage & Attitude Survey

  • Satisfaction Survey (Housing)

  • Public Consultation - Waste

  • Visitor Survey

  • Comms testing alongside NPD

  • Help Desk Mystery Shopping

  • Luxury In-store Display

  • Cathedral Visitor Survey

  • Public Consultation - Council Tax

  • International Competitor Mystery Shopping

  • Sentencers' Satisfaction Survey

  • New Expert Information Product

  • Developing marketing materials for new products

  • Prototype Evaluation

  • Plasterboard Packaging Research

  • Reader Satisfaction

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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