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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

  • International Competitor Mystery Shopping

  • Understanding the Sales Journey Experience from both sides

  • Trade-off Pricing Research

  • Public Consultation - Waste

  • Revitalising Existing Brand

  • Strategic Brand Development

  • Multi-national Usage & Attitude Survey

  • Financial Brand Satisfaction Tracking

  • Competitor Mystery Shopping

  • Service Delivery Mystery Shopping

  • Audience Development Plan

  • Help Desk Mystery Shopping

  • Cathedral Visitor Survey

  • Understanding the use of Temporary Labour

  • Sports Facility Survey

  • Product Development using Ethnography

  • Compliance Mystery Shopping

  • Luxury In-store Display

  • Loyalty Scheme

  • Development of the Direct Offering

  • Tourism Focus Groups

  • Website Development

  • Brand Development

  • New Expert Information Product

  • Brand Development & Product Screening

  • Driving business growth

  • Understanding Attrition

  • Staff Surveys

  • Brand Image Research

  • Public Consultation - Council Tax

  • Reader Satisfaction

  • Marketing consultancy for direct insurance

  • Prototype Evaluation

  • Understanding Customer Pricing

  • Plasterboard Packaging Research

  • Global Advertising Campaign

  • Adult Home Care Tracking Product Development

  • Housing Scheme Test

  • Engaging adults back into education

  • Benchmarking Mystery Shopping

  • Visitor Survey

  • Broker Relationship Survey

  • Sentencers' Satisfaction Survey

  • Communication: New and existing financial products

  • Understanding Local Business Needs

  • Mixed Media Advertising Analysis

  • Developing marketing materials for new products

  • Satisfaction Survey (Housing)

  • Affinities Partner

  • Comms testing alongside NPD

  • International Satisfaction & 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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