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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

  • Developing marketing materials for new products

  • Service Delivery Mystery Shopping

  • International Competitor Mystery Shopping

  • Strategic Brand Development

  • Understanding Attrition

  • Understanding the Sales Journey Experience from both sides

  • Affinities Partner

  • Understanding the use of Temporary Labour

  • Satisfaction Survey (Housing)

  • Engaging adults back into education

  • Comms testing alongside NPD

  • Broker Relationship Survey

  • Brand Development & Product Screening

  • Help Desk Mystery Shopping

  • Product Development using Ethnography

  • Reader Satisfaction

  • Sports Facility Survey

  • Sentencers' Satisfaction Survey

  • Brand Image Research

  • Trade-off Pricing Research

  • Housing Scheme Test

  • Public Consultation - Waste

  • Benchmarking Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Plasterboard Packaging Research

  • Driving business growth

  • Competitor Mystery Shopping

  • International Satisfaction & Development

  • Tourism Focus Groups

  • Compliance Mystery Shopping

  • Understanding Local Business Needs

  • Visitor Survey

  • Financial Brand Satisfaction Tracking

  • Development of the Direct Offering

  • Staff Surveys

  • Multi-national Usage & Attitude Survey

  • Audience Development Plan

  • Understanding Customer Pricing

  • Website Development

  • Marketing consultancy for direct insurance

  • New Expert Information Product

  • Luxury In-store Display

  • Prototype Evaluation

  • Loyalty Scheme

  • Mixed Media Advertising Analysis

  • Communication: New and existing financial products

  • Cathedral Visitor Survey

  • Revitalising Existing Brand

  • Public Consultation - Council Tax

  • Brand Development

  • Global Advertising Campaign

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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