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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

  • Visitor Survey

  • Developing marketing materials for new products

  • Product Development using Ethnography

  • Adult Home Care Tracking Product Development

  • Sports Facility Survey

  • Compliance Mystery Shopping

  • International Satisfaction & Development

  • Development of the Direct Offering

  • Brand Development & Product Screening

  • Housing Scheme Test

  • Understanding the use of Temporary Labour

  • Financial Brand Satisfaction Tracking

  • International Competitor Mystery Shopping

  • Brand Image Research

  • Comms testing alongside NPD

  • Benchmarking Mystery Shopping

  • Broker Relationship Survey

  • Prototype Evaluation

  • Public Consultation - Council Tax

  • Communication: New and existing financial products

  • New Expert Information Product

  • Understanding Attrition

  • Sentencers' Satisfaction Survey

  • Cathedral Visitor Survey

  • Audience Development Plan

  • Brand Development

  • Marketing consultancy for direct insurance

  • Mixed Media Advertising Analysis

  • Loyalty Scheme

  • Luxury In-store Display

  • Trade-off Pricing Research

  • Understanding the Sales Journey Experience from both sides

  • Affinities Partner

  • Help Desk Mystery Shopping

  • Understanding Customer Pricing

  • Public Consultation - Waste

  • Reader Satisfaction

  • Driving business growth

  • Understanding Local Business Needs

  • Strategic Brand Development

  • Global Advertising Campaign

  • Plasterboard Packaging Research

  • Service Delivery Mystery Shopping

  • Revitalising Existing Brand

  • Tourism Focus Groups

  • Satisfaction Survey (Housing)

  • Staff Surveys

  • Website Development

  • Engaging adults back into education

  • Multi-national Usage & Attitude Survey

  • Competitor Mystery Shopping

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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