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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

  • Financial Brand Satisfaction Tracking

  • Understanding the use of Temporary Labour

  • Service Delivery Mystery Shopping

  • Compliance Mystery Shopping

  • Marketing consultancy for direct insurance

  • Competitor Mystery Shopping

  • Brand Development & Product Screening

  • Affinities Partner

  • Communication: New and existing financial products

  • Developing marketing materials for new products

  • Plasterboard Packaging Research

  • New Expert Information Product

  • Brand Image Research

  • Brand Development

  • Benchmarking Mystery Shopping

  • Trade-off Pricing Research

  • Product Development using Ethnography

  • Housing Scheme Test

  • Understanding Attrition

  • Cathedral Visitor Survey

  • Help Desk Mystery Shopping

  • Reader Satisfaction

  • Revitalising Existing Brand

  • Public Consultation - Council Tax

  • Loyalty Scheme

  • Engaging adults back into education

  • Visitor Survey

  • Mixed Media Advertising Analysis

  • Satisfaction Survey (Housing)

  • International Satisfaction & Development

  • Staff Surveys

  • Prototype Evaluation

  • Global Advertising Campaign

  • Luxury In-store Display

  • Multi-national Usage & Attitude Survey

  • Driving business growth

  • Website Development

  • Tourism Focus Groups

  • Comms testing alongside NPD

  • Development of the Direct Offering

  • Audience Development Plan

  • Sentencers' Satisfaction Survey

  • International Competitor Mystery Shopping

  • Public Consultation - Waste

  • Broker Relationship Survey

  • Understanding the Sales Journey Experience from both sides

  • Sports Facility Survey

  • Understanding Customer Pricing

  • Adult Home Care Tracking Product Development

  • Understanding Local Business Needs

  • Strategic 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

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Contact us to discover how we can help your business today.

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