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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

  • Loyalty Scheme

  • Development of the Direct Offering

  • Housing Scheme Test

  • Affinities Partner

  • New Expert Information Product

  • Understanding the use of Temporary Labour

  • Luxury In-store Display

  • Trade-off Pricing Research

  • Sentencers' Satisfaction Survey

  • Product Development using Ethnography

  • Sports Facility Survey

  • Developing marketing materials for new products

  • Adult Home Care Tracking Product Development

  • Financial Brand Satisfaction Tracking

  • Mixed Media Advertising Analysis

  • Audience Development Plan

  • Marketing consultancy for direct insurance

  • Brand Image Research

  • Benchmarking Mystery Shopping

  • Competitor Mystery Shopping

  • Communication: New and existing financial products

  • Strategic Brand Development

  • Cathedral Visitor Survey

  • Revitalising Existing Brand

  • Public Consultation - Waste

  • Website Development

  • Brand Development

  • International Competitor Mystery Shopping

  • Broker Relationship Survey

  • Brand Development & Product Screening

  • Understanding Customer Pricing

  • Understanding Local Business Needs

  • Staff Surveys

  • Multi-national Usage & Attitude Survey

  • Engaging adults back into education

  • International Satisfaction & Development

  • Understanding Attrition

  • Tourism Focus Groups

  • Visitor Survey

  • Service Delivery Mystery Shopping

  • Global Advertising Campaign

  • Public Consultation - Council Tax

  • Help Desk Mystery Shopping

  • Prototype Evaluation

  • Comms testing alongside NPD

  • Plasterboard Packaging Research

  • Driving business growth

  • Compliance Mystery Shopping

  • Satisfaction Survey (Housing)

  • Reader Satisfaction

  • Understanding the Sales Journey Experience from both sides

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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