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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

  • Prototype Evaluation

  • Satisfaction Survey (Housing)

  • Communication: New and existing financial products

  • Public Consultation - Council Tax

  • Sentencers' Satisfaction Survey

  • New Expert Information Product

  • Brand Development

  • Tourism Focus Groups

  • Product Development using Ethnography

  • Compliance Mystery Shopping

  • Mixed Media Advertising Analysis

  • Affinities Partner

  • Global Advertising Campaign

  • Understanding the use of Temporary Labour

  • Marketing consultancy for direct insurance

  • Engaging adults back into education

  • Visitor Survey

  • Brand Image Research

  • Adult Home Care Tracking Product Development

  • Understanding Attrition

  • Trade-off Pricing Research

  • Understanding Customer Pricing

  • Benchmarking Mystery Shopping

  • Plasterboard Packaging Research

  • Multi-national Usage & Attitude Survey

  • Strategic Brand Development

  • Website Development

  • Revitalising Existing Brand

  • Public Consultation - Waste

  • Cathedral Visitor Survey

  • Staff Surveys

  • Competitor Mystery Shopping

  • Help Desk Mystery Shopping

  • Reader Satisfaction

  • International Satisfaction & Development

  • Driving business growth

  • Housing Scheme Test

  • Financial Brand Satisfaction Tracking

  • Comms testing alongside NPD

  • Loyalty Scheme

  • Broker Relationship Survey

  • Development of the Direct Offering

  • Service Delivery Mystery Shopping

  • Understanding Local Business Needs

  • International Competitor Mystery Shopping

  • Sports Facility Survey

  • Developing marketing materials for new products

  • Luxury In-store Display

  • Audience Development Plan

  • Understanding the Sales Journey Experience from both sides

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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