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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

  • Public Consultation - Council Tax

  • Public Consultation - Waste

  • Reader Satisfaction

  • Mixed Media Advertising Analysis

  • Understanding the use of Temporary Labour

  • Prototype Evaluation

  • Engaging adults back into education

  • Product Development using Ethnography

  • Multi-national Usage & Attitude Survey

  • Brand Development & Product Screening

  • Visitor Survey

  • Compliance Mystery Shopping

  • Strategic Brand Development

  • Service Delivery Mystery Shopping

  • International Competitor Mystery Shopping

  • Understanding Customer Pricing

  • Website Development

  • Revitalising Existing Brand

  • Competitor Mystery Shopping

  • Comms testing alongside NPD

  • Brand Development

  • Communication: New and existing financial products

  • Plasterboard Packaging Research

  • Tourism Focus Groups

  • Understanding the Sales Journey Experience from both sides

  • Help Desk Mystery Shopping

  • Loyalty Scheme

  • Driving business growth

  • Audience Development Plan

  • New Expert Information Product

  • Global Advertising Campaign

  • Trade-off Pricing Research

  • Housing Scheme Test

  • Sports Facility Survey

  • Sentencers' Satisfaction Survey

  • Development of the Direct Offering

  • Affinities Partner

  • Adult Home Care Tracking Product Development

  • Financial Brand Satisfaction Tracking

  • Developing marketing materials for new products

  • Staff Surveys

  • Luxury In-store Display

  • Understanding Local Business Needs

  • Cathedral Visitor Survey

  • Marketing consultancy for direct insurance

  • Broker Relationship Survey

  • Benchmarking Mystery Shopping

  • Brand Image Research

  • International Satisfaction & Development

  • Understanding Attrition

  • Satisfaction Survey (Housing)

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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