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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

  • Public Consultation - Waste

  • International Competitor Mystery Shopping

  • Comms testing alongside NPD

  • Affinities Partner

  • Driving business growth

  • Marketing consultancy for direct insurance

  • Prototype Evaluation

  • Brand Development & Product Screening

  • Trade-off Pricing Research

  • Developing marketing materials for new products

  • Service Delivery Mystery Shopping

  • Mixed Media Advertising Analysis

  • Broker Relationship Survey

  • Product Development using Ethnography

  • Engaging adults back into education

  • Visitor Survey

  • Multi-national Usage & Attitude Survey

  • Plasterboard Packaging Research

  • Reader Satisfaction

  • Sports Facility Survey

  • Audience Development Plan

  • Sentencers' Satisfaction Survey

  • Cathedral Visitor Survey

  • International Satisfaction & Development

  • Staff Surveys

  • Understanding the Sales Journey Experience from both sides

  • New Expert Information Product

  • Brand Development

  • Housing Scheme Test

  • Luxury In-store Display

  • Benchmarking Mystery Shopping

  • Understanding the use of Temporary Labour

  • Public Consultation - Council Tax

  • Financial Brand Satisfaction Tracking

  • Help Desk Mystery Shopping

  • Compliance Mystery Shopping

  • Revitalising Existing Brand

  • Brand Image Research

  • Global Advertising Campaign

  • Development of the Direct Offering

  • Understanding Customer Pricing

  • Loyalty Scheme

  • Competitor Mystery Shopping

  • Website Development

  • Understanding Local Business Needs

  • Strategic Brand Development

  • Communication: New and existing financial products

  • Adult Home Care Tracking Product Development

  • Tourism Focus Groups

  • Satisfaction Survey (Housing)

  • Understanding Attrition

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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