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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

  • Compliance Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Prototype Evaluation

  • Affinities Partner

  • Reader Satisfaction

  • Housing Scheme Test

  • Strategic Brand Development

  • Revitalising Existing Brand

  • Understanding Customer Pricing

  • Global Advertising Campaign

  • Cathedral Visitor Survey

  • Understanding the Sales Journey Experience from both sides

  • Broker Relationship Survey

  • Multi-national Usage & Attitude Survey

  • Mixed Media Advertising Analysis

  • Communication: New and existing financial products

  • Brand Image Research

  • Understanding Attrition

  • Marketing consultancy for direct insurance

  • Help Desk Mystery Shopping

  • Understanding Local Business Needs

  • Sports Facility Survey

  • Financial Brand Satisfaction Tracking

  • Plasterboard Packaging Research

  • Brand Development

  • New Expert Information Product

  • Engaging adults back into education

  • Sentencers' Satisfaction Survey

  • Understanding the use of Temporary Labour

  • Trade-off Pricing Research

  • Brand Development & Product Screening

  • Development of the Direct Offering

  • Service Delivery Mystery Shopping

  • Product Development using Ethnography

  • Visitor Survey

  • Staff Surveys

  • Competitor Mystery Shopping

  • Audience Development Plan

  • Website Development

  • Tourism Focus Groups

  • Satisfaction Survey (Housing)

  • Comms testing alongside NPD

  • Public Consultation - Waste

  • International Satisfaction & Development

  • Luxury In-store Display

  • Benchmarking Mystery Shopping

  • Driving business growth

  • Loyalty Scheme

  • Public Consultation - Council Tax

  • Developing marketing materials for new products

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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