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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

  • Satisfaction Survey (Housing)

  • Comms testing alongside NPD

  • Development of the Direct Offering

  • Financial Brand Satisfaction Tracking

  • Global Advertising Campaign

  • Broker Relationship Survey

  • Understanding Attrition

  • International Competitor Mystery Shopping

  • Public Consultation - Waste

  • Revitalising Existing Brand

  • Sports Facility Survey

  • Driving business growth

  • Developing marketing materials for new products

  • Housing Scheme Test

  • Service Delivery Mystery Shopping

  • Tourism Focus Groups

  • Visitor Survey

  • International Satisfaction & Development

  • Prototype Evaluation

  • Affinities Partner

  • Brand Image Research

  • Public Consultation - Council Tax

  • Staff Surveys

  • Brand Development & Product Screening

  • Website Development

  • Plasterboard Packaging Research

  • Mixed Media Advertising Analysis

  • Multi-national Usage & Attitude Survey

  • New Expert Information Product

  • Compliance Mystery Shopping

  • Benchmarking Mystery Shopping

  • Competitor Mystery Shopping

  • Reader Satisfaction

  • Adult Home Care Tracking Product Development

  • Understanding Local Business Needs

  • Strategic Brand Development

  • Audience Development Plan

  • Cathedral Visitor Survey

  • Brand Development

  • Understanding Customer Pricing

  • Loyalty Scheme

  • Trade-off Pricing Research

  • Understanding the use of Temporary Labour

  • Help Desk Mystery Shopping

  • Luxury In-store Display

  • Marketing consultancy for direct insurance

  • Understanding the Sales Journey Experience from both sides

  • Communication: New and existing financial products

  • Engaging adults back into education

  • Sentencers' Satisfaction Survey

  • Product Development using Ethnography

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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