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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

  • Brand Development & Product Screening

  • Satisfaction Survey (Housing)

  • Tourism Focus Groups

  • Compliance Mystery Shopping

  • Broker Relationship Survey

  • Reader Satisfaction

  • Adult Home Care Tracking Product Development

  • Brand Development

  • Strategic Brand Development

  • Sports Facility Survey

  • Cathedral Visitor Survey

  • Revitalising Existing Brand

  • Understanding Attrition

  • Competitor Mystery Shopping

  • Understanding Customer Pricing

  • New Expert Information Product

  • Housing Scheme Test

  • Affinities Partner

  • Staff Surveys

  • Mixed Media Advertising Analysis

  • Product Development using Ethnography

  • Prototype Evaluation

  • Plasterboard Packaging Research

  • Website Development

  • Understanding the Sales Journey Experience from both sides

  • Luxury In-store Display

  • Understanding the use of Temporary Labour

  • Driving business growth

  • Global Advertising Campaign

  • Engaging adults back into education

  • Communication: New and existing financial products

  • Multi-national Usage & Attitude Survey

  • Service Delivery Mystery Shopping

  • Benchmarking Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Sentencers' Satisfaction Survey

  • International Satisfaction & Development

  • International Competitor Mystery Shopping

  • Understanding Local Business Needs

  • Comms testing alongside NPD

  • Brand Image Research

  • Public Consultation - Waste

  • Loyalty Scheme

  • Trade-off Pricing Research

  • Audience Development Plan

  • Developing marketing materials for new products

  • Visitor Survey

  • Public Consultation - Council Tax

  • Help Desk Mystery Shopping

  • Development of the Direct Offering

  • Marketing consultancy for direct insurance

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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