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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

  • Developing marketing materials for new products

  • Sentencers' Satisfaction Survey

  • Revitalising Existing Brand

  • Comms testing alongside NPD

  • Brand Development & Product Screening

  • Sports Facility Survey

  • Cathedral Visitor Survey

  • Public Consultation - Waste

  • Loyalty Scheme

  • Reader Satisfaction

  • Marketing consultancy for direct insurance

  • Adult Home Care Tracking Product Development

  • Plasterboard Packaging Research

  • Understanding the use of Temporary Labour

  • Broker Relationship Survey

  • Strategic Brand Development

  • Brand Image Research

  • Development of the Direct Offering

  • Tourism Focus Groups

  • Prototype Evaluation

  • Visitor Survey

  • Understanding Local Business Needs

  • International Satisfaction & Development

  • Satisfaction Survey (Housing)

  • New Expert Information Product

  • Luxury In-store Display

  • Competitor Mystery Shopping

  • Understanding Customer Pricing

  • Multi-national Usage & Attitude Survey

  • Public Consultation - Council Tax

  • Communication: New and existing financial products

  • Trade-off Pricing Research

  • Global Advertising Campaign

  • Audience Development Plan

  • Engaging adults back into education

  • International Competitor Mystery Shopping

  • Understanding the Sales Journey Experience from both sides

  • Housing Scheme Test

  • Understanding Attrition

  • Affinities Partner

  • Brand Development

  • Service Delivery Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Driving business growth

  • Product Development using Ethnography

  • Help Desk Mystery Shopping

  • Mixed Media Advertising Analysis

  • Compliance Mystery Shopping

  • Website Development

  • Benchmarking Mystery Shopping

  • Staff Surveys

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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