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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

  • Luxury In-store Display

  • Financial Brand Satisfaction Tracking

  • Trade-off Pricing Research

  • Sports Facility Survey

  • Broker Relationship Survey

  • Driving business growth

  • Public Consultation - Waste

  • Reader Satisfaction

  • Prototype Evaluation

  • Brand Development & Product Screening

  • Understanding Customer Pricing

  • Strategic Brand Development

  • Developing marketing materials for new products

  • Revitalising Existing Brand

  • Benchmarking Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Mixed Media Advertising Analysis

  • Understanding the Sales Journey Experience from both sides

  • Service Delivery Mystery Shopping

  • Housing Scheme Test

  • Communication: New and existing financial products

  • New Expert Information Product

  • Visitor Survey

  • International Competitor Mystery Shopping

  • Tourism Focus Groups

  • Satisfaction Survey (Housing)

  • Engaging adults back into education

  • Brand Development

  • Competitor Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Cathedral Visitor Survey

  • Understanding Attrition

  • Staff Surveys

  • Global Advertising Campaign

  • Loyalty Scheme

  • Understanding the use of Temporary Labour

  • Website Development

  • International Satisfaction & Development

  • Affinities Partner

  • Marketing consultancy for direct insurance

  • Help Desk Mystery Shopping

  • Understanding Local Business Needs

  • Compliance Mystery Shopping

  • Development of the Direct Offering

  • Multi-national Usage & Attitude Survey

  • Plasterboard Packaging Research

  • Audience Development Plan

  • Comms testing alongside NPD

  • Public Consultation - Council Tax

  • Product Development using Ethnography

  • Brand Image Research

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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