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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

  • Housing Scheme Test

  • Strategic Brand Development

  • Sentencers' Satisfaction Survey

  • Understanding the Sales Journey Experience from both sides

  • Tourism Focus Groups

  • Marketing consultancy for direct insurance

  • Revitalising Existing Brand

  • Multi-national Usage & Attitude Survey

  • Affinities Partner

  • Brand Development & Product Screening

  • Service Delivery Mystery Shopping

  • Sports Facility Survey

  • Plasterboard Packaging Research

  • Loyalty Scheme

  • Engaging adults back into education

  • Understanding Customer Pricing

  • Cathedral Visitor Survey

  • Development of the Direct Offering

  • Financial Brand Satisfaction Tracking

  • Product Development using Ethnography

  • Mixed Media Advertising Analysis

  • Website Development

  • Reader Satisfaction

  • Help Desk Mystery Shopping

  • Brand Image Research

  • Luxury In-store Display

  • Broker Relationship Survey

  • International Competitor Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Compliance Mystery Shopping

  • Competitor Mystery Shopping

  • Prototype Evaluation

  • International Satisfaction & Development

  • Global Advertising Campaign

  • Satisfaction Survey (Housing)

  • Public Consultation - Council Tax

  • Benchmarking Mystery Shopping

  • Audience Development Plan

  • Public Consultation - Waste

  • Staff Surveys

  • Driving business growth

  • Communication: New and existing financial products

  • New Expert Information Product

  • Developing marketing materials for new products

  • Visitor Survey

  • Understanding Local Business Needs

  • Comms testing alongside NPD

  • Understanding the use of Temporary Labour

  • Understanding Attrition

  • Trade-off Pricing Research

  • Brand 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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