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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

  • Help Desk Mystery Shopping

  • Trade-off Pricing Research

  • Mixed Media Advertising Analysis

  • Website Development

  • Competitor Mystery Shopping

  • Understanding the use of Temporary Labour

  • Engaging adults back into education

  • Marketing consultancy for direct insurance

  • Brand Image Research

  • Understanding the Sales Journey Experience from both sides

  • Visitor Survey

  • New Expert Information Product

  • Global Advertising Campaign

  • Compliance Mystery Shopping

  • Brand Development

  • Product Development using Ethnography

  • Tourism Focus Groups

  • Brand Development & Product Screening

  • Development of the Direct Offering

  • Prototype Evaluation

  • Comms testing alongside NPD

  • Public Consultation - Council Tax

  • Strategic Brand Development

  • Housing Scheme Test

  • Financial Brand Satisfaction Tracking

  • Service Delivery Mystery Shopping

  • Understanding Local Business Needs

  • Adult Home Care Tracking Product Development

  • Multi-national Usage & Attitude Survey

  • International Competitor Mystery Shopping

  • Reader Satisfaction

  • Communication: New and existing financial products

  • Cathedral Visitor Survey

  • Driving business growth

  • Staff Surveys

  • Understanding Customer Pricing

  • Broker Relationship Survey

  • Public Consultation - Waste

  • Understanding Attrition

  • Satisfaction Survey (Housing)

  • Plasterboard Packaging Research

  • Audience Development Plan

  • Loyalty Scheme

  • Revitalising Existing Brand

  • Luxury In-store Display

  • Developing marketing materials for new products

  • Affinities Partner

  • Sentencers' Satisfaction Survey

  • Benchmarking Mystery Shopping

  • Sports Facility Survey

  • International Satisfaction & Development

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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