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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

  • International Satisfaction & Development

  • Benchmarking Mystery Shopping

  • Website Development

  • Mixed Media Advertising Analysis

  • New Expert Information Product

  • Audience Development Plan

  • Satisfaction Survey (Housing)

  • Global Advertising Campaign

  • Multi-national Usage & Attitude Survey

  • Understanding Attrition

  • Strategic Brand Development

  • Developing marketing materials for new products

  • Help Desk Mystery Shopping

  • Understanding the Sales Journey Experience from both sides

  • Marketing consultancy for direct insurance

  • Loyalty Scheme

  • Competitor Mystery Shopping

  • Development of the Direct Offering

  • Comms testing alongside NPD

  • Brand Development & Product Screening

  • Visitor Survey

  • Communication: New and existing financial products

  • Plasterboard Packaging Research

  • Understanding Customer Pricing

  • Understanding the use of Temporary Labour

  • Adult Home Care Tracking Product Development

  • International Competitor Mystery Shopping

  • Compliance Mystery Shopping

  • Sports Facility Survey

  • Sentencers' Satisfaction Survey

  • Revitalising Existing Brand

  • Public Consultation - Waste

  • Reader Satisfaction

  • Financial Brand Satisfaction Tracking

  • Brand Image Research

  • Cathedral Visitor Survey

  • Staff Surveys

  • Brand Development

  • Service Delivery Mystery Shopping

  • Prototype Evaluation

  • Housing Scheme Test

  • Understanding Local Business Needs

  • Driving business growth

  • Affinities Partner

  • Engaging adults back into education

  • Trade-off Pricing Research

  • Public Consultation - Council Tax

  • Broker Relationship Survey

  • Luxury In-store Display

  • Tourism Focus Groups

  • 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

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

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