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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

  • Housing Scheme Test

  • Trade-off Pricing Research

  • International Competitor Mystery Shopping

  • Public Consultation - Waste

  • Strategic Brand Development

  • Public Consultation - Council Tax

  • Mixed Media Advertising Analysis

  • Satisfaction Survey (Housing)

  • Affinities Partner

  • Reader Satisfaction

  • Plasterboard Packaging Research

  • Understanding the Sales Journey Experience from both sides

  • Website Development

  • Loyalty Scheme

  • Financial Brand Satisfaction Tracking

  • Luxury In-store Display

  • Help Desk Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Revitalising Existing Brand

  • Brand Development & Product Screening

  • Brand Image Research

  • Sports Facility Survey

  • Product Development using Ethnography

  • Compliance Mystery Shopping

  • Broker Relationship Survey

  • Competitor Mystery Shopping

  • Marketing consultancy for direct insurance

  • Engaging adults back into education

  • International Satisfaction & Development

  • Service Delivery Mystery Shopping

  • Brand Development

  • Understanding the use of Temporary Labour

  • Communication: New and existing financial products

  • Development of the Direct Offering

  • Tourism Focus Groups

  • Driving business growth

  • Benchmarking Mystery Shopping

  • Cathedral Visitor Survey

  • Staff Surveys

  • Understanding Customer Pricing

  • New Expert Information Product

  • Understanding Local Business Needs

  • Understanding Attrition

  • Prototype Evaluation

  • Multi-national Usage & Attitude Survey

  • Visitor Survey

  • Global Advertising Campaign

  • Sentencers' Satisfaction Survey

  • Audience Development Plan

  • Developing marketing materials for new products

  • Comms testing alongside NPD

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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