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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

  • Understanding Attrition

  • Reader Satisfaction

  • Help Desk Mystery Shopping

  • Marketing consultancy for direct insurance

  • Plasterboard Packaging Research

  • Driving business growth

  • Global Advertising Campaign

  • Brand Image Research

  • Brand Development

  • Public Consultation - Waste

  • Staff Surveys

  • Compliance Mystery Shopping

  • Affinities Partner

  • Sentencers' Satisfaction Survey

  • Brand Development & Product Screening

  • Strategic Brand Development

  • Website Development

  • Tourism Focus Groups

  • Visitor Survey

  • Public Consultation - Council Tax

  • Trade-off Pricing Research

  • New Expert Information Product

  • Financial Brand Satisfaction Tracking

  • Housing Scheme Test

  • Competitor Mystery Shopping

  • International Satisfaction & Development

  • Development of the Direct Offering

  • Audience Development Plan

  • Loyalty Scheme

  • Broker Relationship Survey

  • Multi-national Usage & Attitude Survey

  • Benchmarking Mystery Shopping

  • Communication: New and existing financial products

  • Comms testing alongside NPD

  • International Competitor Mystery Shopping

  • Product Development using Ethnography

  • Understanding Local Business Needs

  • Revitalising Existing Brand

  • Prototype Evaluation

  • Developing marketing materials for new products

  • Cathedral Visitor Survey

  • Luxury In-store Display

  • Satisfaction Survey (Housing)

  • Engaging adults back into education

  • Understanding Customer Pricing

  • Adult Home Care Tracking Product Development

  • Mixed Media Advertising Analysis

  • Service Delivery Mystery Shopping

  • Sports Facility Survey

  • Understanding the Sales Journey Experience from both sides

  • Understanding the use of Temporary Labour

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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