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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

  • New Expert Information Product

  • Audience Development Plan

  • Understanding Local Business Needs

  • Communication: New and existing financial products

  • Engaging adults back into education

  • Benchmarking Mystery Shopping

  • International Satisfaction & Development

  • Plasterboard Packaging Research

  • Financial Brand Satisfaction Tracking

  • Sentencers' Satisfaction Survey

  • Understanding Attrition

  • Global Advertising Campaign

  • Help Desk Mystery Shopping

  • Understanding the use of Temporary Labour

  • Understanding Customer Pricing

  • Public Consultation - Council Tax

  • International Competitor Mystery Shopping

  • Luxury In-store Display

  • Website Development

  • Sports Facility Survey

  • Development of the Direct Offering

  • Strategic Brand Development

  • Comms testing alongside NPD

  • Brand Development & Product Screening

  • Trade-off Pricing Research

  • Revitalising Existing Brand

  • Visitor Survey

  • Product Development using Ethnography

  • Driving business growth

  • Housing Scheme Test

  • Broker Relationship Survey

  • Multi-national Usage & Attitude Survey

  • Cathedral Visitor Survey

  • Prototype Evaluation

  • Developing marketing materials for new products

  • Adult Home Care Tracking Product Development

  • Public Consultation - Waste

  • Loyalty Scheme

  • Competitor Mystery Shopping

  • Service Delivery Mystery Shopping

  • Reader Satisfaction

  • Mixed Media Advertising Analysis

  • Affinities Partner

  • Staff Surveys

  • Satisfaction Survey (Housing)

  • Tourism Focus Groups

  • Compliance Mystery Shopping

  • Brand Image Research

  • Understanding the Sales Journey Experience from both sides

  • Brand Development

  • Marketing consultancy for direct insurance

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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