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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

  • Trade-off Pricing Research

  • Brand Development & Product Screening

  • Compliance Mystery Shopping

  • International Competitor Mystery Shopping

  • Satisfaction Survey (Housing)

  • Housing Scheme Test

  • Driving business growth

  • Global Advertising Campaign

  • Service Delivery Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Benchmarking Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Strategic Brand Development

  • International Satisfaction & Development

  • Development of the Direct Offering

  • Revitalising Existing Brand

  • Reader Satisfaction

  • Sports Facility Survey

  • Public Consultation - Waste

  • Audience Development Plan

  • Prototype Evaluation

  • Understanding Customer Pricing

  • Brand Development

  • Help Desk Mystery Shopping

  • New Expert Information Product

  • Visitor Survey

  • Sentencers' Satisfaction Survey

  • Competitor Mystery Shopping

  • Understanding the Sales Journey Experience from both sides

  • Comms testing alongside NPD

  • Brand Image Research

  • Developing marketing materials for new products

  • Understanding Local Business Needs

  • Broker Relationship Survey

  • Product Development using Ethnography

  • Understanding the use of Temporary Labour

  • Communication: New and existing financial products

  • Affinities Partner

  • Cathedral Visitor Survey

  • Tourism Focus Groups

  • Public Consultation - Council Tax

  • Plasterboard Packaging Research

  • Loyalty Scheme

  • Marketing consultancy for direct insurance

  • Understanding Attrition

  • Engaging adults back into education

  • Mixed Media Advertising Analysis

  • Luxury In-store Display

  • Adult Home Care Tracking Product Development

  • Website Development

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

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Contact us to discover how we can help your business today.

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