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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

  • Benchmarking Mystery Shopping

  • Loyalty Scheme

  • Financial Brand Satisfaction Tracking

  • Adult Home Care Tracking Product Development

  • Communication: New and existing financial products

  • Reader Satisfaction

  • Product Development using Ethnography

  • Brand Development & Product Screening

  • Affinities Partner

  • Broker Relationship Survey

  • Sentencers' Satisfaction Survey

  • Mixed Media Advertising Analysis

  • Multi-national Usage & Attitude Survey

  • Help Desk Mystery Shopping

  • Strategic Brand Development

  • Understanding the use of Temporary Labour

  • Driving business growth

  • Understanding Attrition

  • Marketing consultancy for direct insurance

  • Prototype Evaluation

  • Visitor Survey

  • Engaging adults back into education

  • Housing Scheme Test

  • Brand Development

  • Understanding the Sales Journey Experience from both sides

  • Understanding Local Business Needs

  • Tourism Focus Groups

  • Understanding Customer Pricing

  • Public Consultation - Waste

  • Satisfaction Survey (Housing)

  • Service Delivery Mystery Shopping

  • Cathedral Visitor Survey

  • Luxury In-store Display

  • Developing marketing materials for new products

  • Revitalising Existing Brand

  • Global Advertising Campaign

  • New Expert Information Product

  • Sports Facility Survey

  • Compliance Mystery Shopping

  • Brand Image Research

  • International Competitor Mystery Shopping

  • Plasterboard Packaging Research

  • Comms testing alongside NPD

  • International Satisfaction & Development

  • Website Development

  • Staff Surveys

  • Trade-off Pricing Research

  • Public Consultation - Council Tax

  • Audience Development Plan

  • Development of the Direct Offering

  • Competitor Mystery Shopping

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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