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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

  • Plasterboard Packaging Research

  • Understanding Attrition

  • Luxury In-store Display

  • Revitalising Existing Brand

  • New Expert Information Product

  • Driving business growth

  • Engaging adults back into education

  • Brand Development

  • Broker Relationship Survey

  • Developing marketing materials for new products

  • Visitor Survey

  • Loyalty Scheme

  • Sports Facility Survey

  • Staff Surveys

  • Website Development

  • International Competitor Mystery Shopping

  • Product Development using Ethnography

  • Cathedral Visitor Survey

  • Competitor Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Brand Image Research

  • International Satisfaction & Development

  • Compliance Mystery Shopping

  • Mixed Media Advertising Analysis

  • Understanding the use of Temporary Labour

  • Communication: New and existing financial products

  • Adult Home Care Tracking Product Development

  • Service Delivery Mystery Shopping

  • Reader Satisfaction

  • Development of the Direct Offering

  • Comms testing alongside NPD

  • Understanding the Sales Journey Experience from both sides

  • Tourism Focus Groups

  • Brand Development & Product Screening

  • Marketing consultancy for direct insurance

  • Trade-off Pricing Research

  • Housing Scheme Test

  • Strategic Brand Development

  • Benchmarking Mystery Shopping

  • Audience Development Plan

  • Financial Brand Satisfaction Tracking

  • Public Consultation - Council Tax

  • Sentencers' Satisfaction Survey

  • Global Advertising Campaign

  • Understanding Local Business Needs

  • Prototype Evaluation

  • Satisfaction Survey (Housing)

  • Affinities Partner

  • Public Consultation - Waste

  • Understanding Customer Pricing

  • Help Desk 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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