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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

  • Communication: New and existing financial products

  • Brand Development & Product Screening

  • Loyalty Scheme

  • Affinities Partner

  • Brand Development

  • Visitor Survey

  • Audience Development Plan

  • Multi-national Usage & Attitude Survey

  • Housing Scheme Test

  • Global Advertising Campaign

  • Competitor Mystery Shopping

  • Public Consultation - Waste

  • Comms testing alongside NPD

  • Engaging adults back into education

  • Cathedral Visitor Survey

  • Marketing consultancy for direct insurance

  • Service Delivery Mystery Shopping

  • Tourism Focus Groups

  • Luxury In-store Display

  • Understanding Local Business Needs

  • Help Desk Mystery Shopping

  • Broker Relationship Survey

  • Satisfaction Survey (Housing)

  • Development of the Direct Offering

  • Reader Satisfaction

  • Adult Home Care Tracking Product Development

  • Sentencers' Satisfaction Survey

  • International Competitor Mystery Shopping

  • Understanding Customer Pricing

  • Benchmarking Mystery Shopping

  • International Satisfaction & Development

  • Plasterboard Packaging Research

  • Understanding Attrition

  • Sports Facility Survey

  • Driving business growth

  • Mixed Media Advertising Analysis

  • Revitalising Existing Brand

  • Prototype Evaluation

  • Product Development using Ethnography

  • Compliance Mystery Shopping

  • Brand Image Research

  • Financial Brand Satisfaction Tracking

  • Understanding the use of Temporary Labour

  • New Expert Information Product

  • Website Development

  • Trade-off Pricing Research

  • Developing marketing materials for new products

  • Staff Surveys

  • Strategic Brand Development

  • Public Consultation - Council Tax

  • 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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