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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

  • Public Consultation - Council Tax

  • Mixed Media Advertising Analysis

  • Service Delivery Mystery Shopping

  • Trade-off Pricing Research

  • Housing Scheme Test

  • Loyalty Scheme

  • Prototype Evaluation

  • Staff Surveys

  • Comms testing alongside NPD

  • Website Development

  • Compliance Mystery Shopping

  • International Satisfaction & Development

  • Understanding Attrition

  • Understanding the Sales Journey Experience from both sides

  • Public Consultation - Waste

  • Broker Relationship Survey

  • Understanding the use of Temporary Labour

  • Help Desk Mystery Shopping

  • Driving business growth

  • Sentencers' Satisfaction Survey

  • Developing marketing materials for new products

  • Revitalising Existing Brand

  • Brand Development & Product Screening

  • Multi-national Usage & Attitude Survey

  • Affinities Partner

  • Strategic Brand Development

  • Satisfaction Survey (Housing)

  • International Competitor Mystery Shopping

  • Global Advertising Campaign

  • New Expert Information Product

  • Understanding Customer Pricing

  • Understanding Local Business Needs

  • Tourism Focus Groups

  • Visitor Survey

  • Development of the Direct Offering

  • Competitor Mystery Shopping

  • Audience Development Plan

  • Plasterboard Packaging Research

  • Brand Development

  • Adult Home Care Tracking Product Development

  • Reader Satisfaction

  • Luxury In-store Display

  • Cathedral Visitor Survey

  • Product Development using Ethnography

  • Brand Image Research

  • Benchmarking Mystery Shopping

  • Sports Facility Survey

  • Financial Brand Satisfaction Tracking

  • Marketing consultancy for direct insurance

  • Communication: New and existing financial products

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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