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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

  • Multi-national Usage & Attitude Survey

  • Understanding Local Business Needs

  • Housing Scheme Test

  • Service Delivery Mystery Shopping

  • International Satisfaction & Development

  • Understanding Customer Pricing

  • Revitalising Existing Brand

  • Compliance Mystery Shopping

  • Visitor Survey

  • New Expert Information Product

  • Public Consultation - Council Tax

  • Brand Image Research

  • Marketing consultancy for direct insurance

  • Sports Facility Survey

  • Luxury In-store Display

  • Communication: New and existing financial products

  • Staff Surveys

  • Brand Development & Product Screening

  • Benchmarking Mystery Shopping

  • Website Development

  • Global Advertising Campaign

  • Financial Brand Satisfaction Tracking

  • Product Development using Ethnography

  • Audience Development Plan

  • Plasterboard Packaging Research

  • Developing marketing materials for new products

  • Understanding Attrition

  • Mixed Media Advertising Analysis

  • Driving business growth

  • Public Consultation - Waste

  • Cathedral Visitor Survey

  • Satisfaction Survey (Housing)

  • Help Desk Mystery Shopping

  • Competitor Mystery Shopping

  • Trade-off Pricing Research

  • Affinities Partner

  • Broker Relationship Survey

  • Understanding the Sales Journey Experience from both sides

  • Tourism Focus Groups

  • Development of the Direct Offering

  • Loyalty Scheme

  • Prototype Evaluation

  • Comms testing alongside NPD

  • Brand Development

  • Understanding the use of Temporary Labour

  • Adult Home Care Tracking Product Development

  • International Competitor Mystery Shopping

  • Reader Satisfaction

  • Strategic Brand Development

  • Sentencers' Satisfaction Survey

  • Engaging adults back into education

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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