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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

  • Multi-national Usage & Attitude Survey

  • Developing marketing materials for new products

  • Global Advertising Campaign

  • Financial Brand Satisfaction Tracking

  • Prototype Evaluation

  • Understanding Attrition

  • Sentencers' Satisfaction Survey

  • Public Consultation - Waste

  • Satisfaction Survey (Housing)

  • Broker Relationship Survey

  • Understanding the Sales Journey Experience from both sides

  • Adult Home Care Tracking Product Development

  • Help Desk Mystery Shopping

  • Staff Surveys

  • Mixed Media Advertising Analysis

  • Comms testing alongside NPD

  • Development of the Direct Offering

  • Product Development using Ethnography

  • Understanding Customer Pricing

  • Visitor Survey

  • Benchmarking Mystery Shopping

  • International Competitor Mystery Shopping

  • Cathedral Visitor Survey

  • Brand Development & Product Screening

  • Understanding Local Business Needs

  • Sports Facility Survey

  • Website Development

  • Brand Development

  • Understanding the use of Temporary Labour

  • Plasterboard Packaging Research

  • Compliance Mystery Shopping

  • Competitor Mystery Shopping

  • Driving business growth

  • Reader Satisfaction

  • Marketing consultancy for direct insurance

  • Loyalty Scheme

  • International Satisfaction & Development

  • Affinities Partner

  • Service Delivery Mystery Shopping

  • Revitalising Existing Brand

  • Strategic Brand Development

  • Brand Image Research

  • Luxury In-store Display

  • Public Consultation - Council Tax

  • Trade-off Pricing Research

  • Communication: New and existing financial products

  • Tourism Focus Groups

  • New Expert Information Product

  • Housing Scheme Test

  • Engaging adults back into education

  • Audience Development Plan

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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