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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

  • Marketing consultancy for direct insurance

  • Housing Scheme Test

  • Strategic Brand Development

  • Loyalty Scheme

  • Adult Home Care Tracking Product Development

  • Development of the Direct Offering

  • Developing marketing materials for new products

  • Help Desk Mystery Shopping

  • Website Development

  • Understanding Attrition

  • Visitor Survey

  • Brand Image Research

  • Benchmarking Mystery Shopping

  • Engaging adults back into education

  • Trade-off Pricing Research

  • Multi-national Usage & Attitude Survey

  • Communication: New and existing financial products

  • Service Delivery Mystery Shopping

  • Understanding the Sales Journey Experience from both sides

  • Reader Satisfaction

  • Tourism Focus Groups

  • Affinities Partner

  • Cathedral Visitor Survey

  • Audience Development Plan

  • Revitalising Existing Brand

  • Financial Brand Satisfaction Tracking

  • Public Consultation - Waste

  • Brand Development & Product Screening

  • Plasterboard Packaging Research

  • Competitor Mystery Shopping

  • Mixed Media Advertising Analysis

  • International Competitor Mystery Shopping

  • Understanding Customer Pricing

  • Staff Surveys

  • Public Consultation - Council Tax

  • Product Development using Ethnography

  • Sports Facility Survey

  • Understanding the use of Temporary Labour

  • Luxury In-store Display

  • Broker Relationship Survey

  • Sentencers' Satisfaction Survey

  • New Expert Information Product

  • Compliance Mystery Shopping

  • Understanding Local Business Needs

  • Prototype Evaluation

  • Comms testing alongside NPD

  • Satisfaction Survey (Housing)

  • Driving business growth

  • Global Advertising Campaign

  • Brand Development

  • 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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