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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

  • Audience Development Plan

  • Housing Scheme Test

  • Marketing consultancy for direct insurance

  • Broker Relationship Survey

  • Strategic Brand Development

  • Service Delivery Mystery Shopping

  • Affinities Partner

  • Reader Satisfaction

  • Tourism Focus Groups

  • Cathedral Visitor Survey

  • Trade-off Pricing Research

  • Brand Image Research

  • Comms testing alongside NPD

  • Brand Development & Product Screening

  • Multi-national Usage & Attitude Survey

  • Compliance Mystery Shopping

  • Staff Surveys

  • Plasterboard Packaging Research

  • Competitor Mystery Shopping

  • Public Consultation - Council Tax

  • Understanding Attrition

  • Luxury In-store Display

  • Brand Development

  • Driving business growth

  • Communication: New and existing financial products

  • Understanding Local Business Needs

  • Sports Facility Survey

  • Product Development using Ethnography

  • Website Development

  • Revitalising Existing Brand

  • Understanding Customer Pricing

  • Adult Home Care Tracking Product Development

  • Satisfaction Survey (Housing)

  • Development of the Direct Offering

  • International Satisfaction & Development

  • Understanding the Sales Journey Experience from both sides

  • Benchmarking Mystery Shopping

  • Public Consultation - Waste

  • Sentencers' Satisfaction Survey

  • Visitor Survey

  • Engaging adults back into education

  • Understanding the use of Temporary Labour

  • Prototype Evaluation

  • Mixed Media Advertising Analysis

  • Financial Brand Satisfaction Tracking

  • Help Desk Mystery Shopping

  • Developing marketing materials for new products

  • Loyalty Scheme

  • Global Advertising Campaign

  • New Expert Information Product

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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