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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

  • Audience Development Plan

  • Communication: New and existing financial products

  • Cathedral Visitor Survey

  • Financial Brand Satisfaction Tracking

  • Plasterboard Packaging Research

  • Product Development using Ethnography

  • Visitor Survey

  • Housing Scheme Test

  • Driving business growth

  • Staff Surveys

  • Brand Image Research

  • Service Delivery Mystery Shopping

  • Understanding Local Business Needs

  • Engaging adults back into education

  • Development of the Direct Offering

  • Developing marketing materials for new products

  • Comms testing alongside NPD

  • Strategic Brand Development

  • Website Development

  • Benchmarking Mystery Shopping

  • Tourism Focus Groups

  • Compliance Mystery Shopping

  • Luxury In-store Display

  • Marketing consultancy for direct insurance

  • Understanding Customer Pricing

  • Understanding the use of Temporary Labour

  • Understanding the Sales Journey Experience from both sides

  • Global Advertising Campaign

  • Adult Home Care Tracking Product Development

  • Broker Relationship Survey

  • Satisfaction Survey (Housing)

  • Reader Satisfaction

  • Loyalty Scheme

  • Competitor Mystery Shopping

  • Understanding Attrition

  • International Competitor Mystery Shopping

  • Brand Development & Product Screening

  • Sentencers' Satisfaction Survey

  • Public Consultation - Waste

  • Public Consultation - Council Tax

  • New Expert Information Product

  • Prototype Evaluation

  • Affinities Partner

  • Mixed Media Advertising Analysis

  • Brand Development

  • Help Desk Mystery Shopping

  • Revitalising Existing Brand

  • Sports Facility Survey

  • Trade-off Pricing Research

  • International Satisfaction & Development

  • Multi-national Usage & Attitude Survey

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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