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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

  • Loyalty Scheme

  • Brand Development & Product Screening

  • Developing marketing materials for new products

  • Help Desk Mystery Shopping

  • Trade-off Pricing Research

  • Brand Development

  • Prototype Evaluation

  • Public Consultation - Council Tax

  • Brand Image Research

  • Engaging adults back into education

  • Luxury In-store Display

  • Global Advertising Campaign

  • Cathedral Visitor Survey

  • Understanding the Sales Journey Experience from both sides

  • Communication: New and existing financial products

  • Reader Satisfaction

  • Understanding the use of Temporary Labour

  • Tourism Focus Groups

  • Housing Scheme Test

  • Sports Facility Survey

  • Adult Home Care Tracking Product Development

  • Development of the Direct Offering

  • Financial Brand Satisfaction Tracking

  • Strategic Brand Development

  • Understanding Local Business Needs

  • Revitalising Existing Brand

  • Competitor Mystery Shopping

  • Understanding Customer Pricing

  • Marketing consultancy for direct insurance

  • Multi-national Usage & Attitude Survey

  • Website Development

  • Staff Surveys

  • Broker Relationship Survey

  • Mixed Media Advertising Analysis

  • Product Development using Ethnography

  • Service Delivery Mystery Shopping

  • New Expert Information Product

  • Plasterboard Packaging Research

  • Sentencers' Satisfaction Survey

  • Understanding Attrition

  • Visitor Survey

  • Compliance Mystery Shopping

  • International Satisfaction & Development

  • Public Consultation - Waste

  • Satisfaction Survey (Housing)

  • Comms testing alongside NPD

  • Affinities Partner

  • Benchmarking Mystery Shopping

  • International Competitor Mystery Shopping

  • Driving business growth

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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