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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

  • Engaging adults back into education

  • International Satisfaction & Development

  • Visitor Survey

  • Website Development

  • Benchmarking Mystery Shopping

  • Strategic Brand Development

  • Help Desk Mystery Shopping

  • Understanding the use of Temporary Labour

  • Satisfaction Survey (Housing)

  • Understanding Customer Pricing

  • Service Delivery Mystery Shopping

  • Compliance Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Audience Development Plan

  • Competitor Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Cathedral Visitor Survey

  • Understanding the Sales Journey Experience from both sides

  • Prototype Evaluation

  • Multi-national Usage & Attitude Survey

  • Brand Image Research

  • Comms testing alongside NPD

  • Communication: New and existing financial products

  • Development of the Direct Offering

  • Plasterboard Packaging Research

  • New Expert Information Product

  • Tourism Focus Groups

  • Loyalty Scheme

  • Developing marketing materials for new products

  • Staff Surveys

  • Revitalising Existing Brand

  • Public Consultation - Waste

  • Understanding Attrition

  • Driving business growth

  • Affinities Partner

  • Sports Facility Survey

  • Public Consultation - Council Tax

  • Brand Development & Product Screening

  • Global Advertising Campaign

  • Broker Relationship Survey

  • Trade-off Pricing Research

  • Mixed Media Advertising Analysis

  • Reader Satisfaction

  • Luxury In-store Display

  • Adult Home Care Tracking Product Development

  • Marketing consultancy for direct insurance

  • International Competitor Mystery Shopping

  • Product Development using Ethnography

  • Brand Development

  • Housing Scheme Test

  • Understanding Local Business Needs

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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