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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

  • Website Development

  • Driving business growth

  • Plasterboard Packaging Research

  • Affinities Partner

  • Luxury In-store Display

  • Sports Facility Survey

  • Understanding the Sales Journey Experience from both sides

  • Understanding Customer Pricing

  • Mixed Media Advertising Analysis

  • Reader Satisfaction

  • Developing marketing materials for new products

  • Housing Scheme Test

  • Adult Home Care Tracking Product Development

  • Broker Relationship Survey

  • Prototype Evaluation

  • Development of the Direct Offering

  • Help Desk Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Sentencers' Satisfaction Survey

  • International Satisfaction & Development

  • Public Consultation - Waste

  • Brand Image Research

  • Brand Development & Product Screening

  • Financial Brand Satisfaction Tracking

  • Global Advertising Campaign

  • Competitor Mystery Shopping

  • Public Consultation - Council Tax

  • Revitalising Existing Brand

  • Cathedral Visitor Survey

  • Satisfaction Survey (Housing)

  • Strategic Brand Development

  • Audience Development Plan

  • Understanding Attrition

  • Trade-off Pricing Research

  • Product Development using Ethnography

  • Communication: New and existing financial products

  • Marketing consultancy for direct insurance

  • Understanding the use of Temporary Labour

  • Tourism Focus Groups

  • Benchmarking Mystery Shopping

  • Staff Surveys

  • Loyalty Scheme

  • Understanding Local Business Needs

  • Visitor Survey

  • New Expert Information Product

  • Brand Development

  • Compliance Mystery Shopping

  • Comms testing alongside NPD

  • Service Delivery Mystery Shopping

  • Engaging adults back into education

  • International Competitor Mystery Shopping

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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