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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

  • Staff Surveys

  • Housing Scheme Test

  • Strategic Brand Development

  • Tourism Focus Groups

  • Comms testing alongside NPD

  • Understanding the use of Temporary Labour

  • Audience Development Plan

  • Affinities Partner

  • Development of the Direct Offering

  • Driving business growth

  • Understanding the Sales Journey Experience from both sides

  • Visitor Survey

  • Global Advertising Campaign

  • Broker Relationship Survey

  • Reader Satisfaction

  • Service Delivery Mystery Shopping

  • Prototype Evaluation

  • Satisfaction Survey (Housing)

  • Loyalty Scheme

  • Benchmarking Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Understanding Customer Pricing

  • Adult Home Care Tracking Product Development

  • Brand Development

  • Public Consultation - Waste

  • Brand Development & Product Screening

  • Understanding Local Business Needs

  • Revitalising Existing Brand

  • New Expert Information Product

  • Multi-national Usage & Attitude Survey

  • Compliance Mystery Shopping

  • Marketing consultancy for direct insurance

  • Luxury In-store Display

  • Plasterboard Packaging Research

  • Developing marketing materials for new products

  • Financial Brand Satisfaction Tracking

  • Mixed Media Advertising Analysis

  • Trade-off Pricing Research

  • Cathedral Visitor Survey

  • Help Desk Mystery Shopping

  • Public Consultation - Council Tax

  • Sports Facility Survey

  • Brand Image Research

  • International Competitor Mystery Shopping

  • Understanding Attrition

  • International Satisfaction & Development

  • Engaging adults back into education

  • Competitor Mystery Shopping

  • Product Development using Ethnography

  • Communication: New and existing financial products

  • Website 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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