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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

  • Brand Development

  • International Satisfaction & Development

  • Visitor Survey

  • Strategic Brand Development

  • Plasterboard Packaging Research

  • Help Desk Mystery Shopping

  • Tourism Focus Groups

  • Engaging adults back into education

  • Sentencers' Satisfaction Survey

  • Affinities Partner

  • Developing marketing materials for new products

  • Audience Development Plan

  • Luxury In-store Display

  • Housing Scheme Test

  • Cathedral Visitor Survey

  • Product Development using Ethnography

  • Trade-off Pricing Research

  • Service Delivery Mystery Shopping

  • Driving business growth

  • Brand Image Research

  • International Competitor Mystery Shopping

  • Marketing consultancy for direct insurance

  • Comms testing alongside NPD

  • Multi-national Usage & Attitude Survey

  • Communication: New and existing financial products

  • Understanding the use of Temporary Labour

  • Competitor Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Website Development

  • Adult Home Care Tracking Product Development

  • Understanding Attrition

  • Mixed Media Advertising Analysis

  • Global Advertising Campaign

  • Revitalising Existing Brand

  • Prototype Evaluation

  • Development of the Direct Offering

  • Sports Facility Survey

  • Brand Development & Product Screening

  • Public Consultation - Waste

  • Understanding Local Business Needs

  • Satisfaction Survey (Housing)

  • Compliance Mystery Shopping

  • Staff Surveys

  • Understanding Customer Pricing

  • Understanding the Sales Journey Experience from both sides

  • Broker Relationship Survey

  • New Expert Information Product

  • Benchmarking Mystery Shopping

  • Public Consultation - Council Tax

  • Loyalty Scheme

  • Reader Satisfaction

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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