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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

  • Understanding Customer Pricing

  • Global Advertising Campaign

  • New Expert Information Product

  • Affinities Partner

  • Understanding the use of Temporary Labour

  • Adult Home Care Tracking Product Development

  • Understanding Attrition

  • Broker Relationship Survey

  • Understanding the Sales Journey Experience from both sides

  • Staff Surveys

  • Tourism Focus Groups

  • Marketing consultancy for direct insurance

  • Compliance Mystery Shopping

  • Luxury In-store Display

  • Reader Satisfaction

  • Prototype Evaluation

  • Benchmarking Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Housing Scheme Test

  • Competitor Mystery Shopping

  • Strategic Brand Development

  • Developing marketing materials for new products

  • Product Development using Ethnography

  • Comms testing alongside NPD

  • Driving business growth

  • Website Development

  • Visitor Survey

  • Trade-off Pricing Research

  • Communication: New and existing financial products

  • Understanding Local Business Needs

  • Cathedral Visitor Survey

  • Public Consultation - Waste

  • Satisfaction Survey (Housing)

  • Brand Image Research

  • Mixed Media Advertising Analysis

  • Engaging adults back into education

  • Loyalty Scheme

  • Sports Facility Survey

  • Plasterboard Packaging Research

  • International Competitor Mystery Shopping

  • Development of the Direct Offering

  • Help Desk Mystery Shopping

  • Audience Development Plan

  • Service Delivery Mystery Shopping

  • Brand Development & Product Screening

  • Brand Development

  • Revitalising Existing Brand

  • Financial Brand Satisfaction Tracking

  • International Satisfaction & Development

  • Sentencers' Satisfaction Survey

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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