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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

  • Housing Scheme Test

  • Understanding Attrition

  • Adult Home Care Tracking Product Development

  • International Satisfaction & Development

  • Website Development

  • Cathedral Visitor Survey

  • Public Consultation - Waste

  • Brand Development & Product Screening

  • Understanding the use of Temporary Labour

  • Luxury In-store Display

  • Driving business growth

  • Understanding the Sales Journey Experience from both sides

  • Engaging adults back into education

  • Competitor Mystery Shopping

  • Global Advertising Campaign

  • Understanding Local Business Needs

  • Sports Facility Survey

  • Reader Satisfaction

  • Mixed Media Advertising Analysis

  • Affinities Partner

  • Visitor Survey

  • Sentencers' Satisfaction Survey

  • Development of the Direct Offering

  • Developing marketing materials for new products

  • New Expert Information Product

  • Understanding Customer Pricing

  • Plasterboard Packaging Research

  • International Competitor Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Broker Relationship Survey

  • Service Delivery Mystery Shopping

  • Strategic Brand Development

  • Marketing consultancy for direct insurance

  • Help Desk Mystery Shopping

  • Staff Surveys

  • Brand Image Research

  • Revitalising Existing Brand

  • Public Consultation - Council Tax

  • Communication: New and existing financial products

  • Satisfaction Survey (Housing)

  • Benchmarking Mystery Shopping

  • Tourism Focus Groups

  • Loyalty Scheme

  • Comms testing alongside NPD

  • Prototype Evaluation

  • Compliance Mystery Shopping

  • Audience Development Plan

  • Product Development using Ethnography

  • Multi-national Usage & Attitude Survey

  • Trade-off Pricing Research

  • Brand Development

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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