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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

  • Staff Surveys

  • Audience Development Plan

  • Luxury In-store Display

  • Understanding Attrition

  • Understanding Local Business Needs

  • Prototype Evaluation

  • Adult Home Care Tracking Product Development

  • Public Consultation - Council Tax

  • Compliance Mystery Shopping

  • Strategic Brand Development

  • Visitor Survey

  • Public Consultation - Waste

  • Cathedral Visitor Survey

  • Understanding the Sales Journey Experience from both sides

  • Brand Development

  • Help Desk Mystery Shopping

  • Competitor Mystery Shopping

  • Global Advertising Campaign

  • Sentencers' Satisfaction Survey

  • Service Delivery Mystery Shopping

  • Tourism Focus Groups

  • Multi-national Usage & Attitude Survey

  • Comms testing alongside NPD

  • Revitalising Existing Brand

  • Benchmarking Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Product Development using Ethnography

  • Satisfaction Survey (Housing)

  • Brand Development & Product Screening

  • New Expert Information Product

  • Website Development

  • International Satisfaction & Development

  • Communication: New and existing financial products

  • Reader Satisfaction

  • Understanding the use of Temporary Labour

  • Developing marketing materials for new products

  • Mixed Media Advertising Analysis

  • Driving business growth

  • Plasterboard Packaging Research

  • Broker Relationship Survey

  • Development of the Direct Offering

  • Marketing consultancy for direct insurance

  • Understanding Customer Pricing

  • Affinities Partner

  • Housing Scheme Test

  • International Competitor Mystery Shopping

  • Engaging adults back into education

  • Trade-off Pricing Research

  • Loyalty Scheme

  • Sports Facility Survey

  • Brand Image Research

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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