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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

  • Trade-off Pricing Research

  • Sentencers' Satisfaction Survey

  • Reader Satisfaction

  • Engaging adults back into education

  • International Competitor Mystery Shopping

  • Driving business growth

  • Benchmarking Mystery Shopping

  • Product Development using Ethnography

  • Satisfaction Survey (Housing)

  • Developing marketing materials for new products

  • Understanding the use of Temporary Labour

  • International Satisfaction & Development

  • Financial Brand Satisfaction Tracking

  • Understanding Attrition

  • Plasterboard Packaging Research

  • Understanding the Sales Journey Experience from both sides

  • Development of the Direct Offering

  • Revitalising Existing Brand

  • Affinities Partner

  • Loyalty Scheme

  • Public Consultation - Waste

  • Luxury In-store Display

  • Broker Relationship Survey

  • Service Delivery Mystery Shopping

  • Visitor Survey

  • Brand Image Research

  • Mixed Media Advertising Analysis

  • Housing Scheme Test

  • Competitor Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Understanding Customer Pricing

  • New Expert Information Product

  • Sports Facility Survey

  • Help Desk Mystery Shopping

  • Prototype Evaluation

  • Strategic Brand Development

  • Cathedral Visitor Survey

  • Understanding Local Business Needs

  • Global Advertising Campaign

  • Audience Development Plan

  • Comms testing alongside NPD

  • Brand Development

  • Staff Surveys

  • Public Consultation - Council Tax

  • Compliance Mystery Shopping

  • Marketing consultancy for direct insurance

  • Tourism Focus Groups

  • Website Development

  • Multi-national Usage & Attitude Survey

  • Brand Development & Product Screening

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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