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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

  • Revitalising Existing Brand

  • Housing Scheme Test

  • Service Delivery Mystery Shopping

  • International Competitor Mystery Shopping

  • Broker Relationship Survey

  • Understanding Local Business Needs

  • Mixed Media Advertising Analysis

  • Brand Image Research

  • International Satisfaction & Development

  • Multi-national Usage & Attitude Survey

  • Audience Development Plan

  • Engaging adults back into education

  • Satisfaction Survey (Housing)

  • Understanding the Sales Journey Experience from both sides

  • Understanding Attrition

  • Understanding Customer Pricing

  • Brand Development

  • Help Desk Mystery Shopping

  • Public Consultation - Waste

  • Staff Surveys

  • Compliance Mystery Shopping

  • Website Development

  • Cathedral Visitor Survey

  • Marketing consultancy for direct insurance

  • Plasterboard Packaging Research

  • Comms testing alongside NPD

  • Loyalty Scheme

  • Sentencers' Satisfaction Survey

  • Competitor Mystery Shopping

  • Communication: New and existing financial products

  • Visitor Survey

  • Public Consultation - Council Tax

  • Global Advertising Campaign

  • Tourism Focus Groups

  • Financial Brand Satisfaction Tracking

  • Adult Home Care Tracking Product Development

  • Understanding the use of Temporary Labour

  • New Expert Information Product

  • Brand Development & Product Screening

  • Reader Satisfaction

  • Product Development using Ethnography

  • Prototype Evaluation

  • Developing marketing materials for new products

  • Benchmarking Mystery Shopping

  • Development of the Direct Offering

  • Affinities Partner

  • Strategic Brand Development

  • Trade-off Pricing Research

  • Luxury In-store Display

  • Sports Facility Survey

  • Driving business growth

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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