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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

  • Reader Satisfaction

  • Prototype Evaluation

  • Satisfaction Survey (Housing)

  • Developing marketing materials for new products

  • Brand Development

  • Understanding Attrition

  • Competitor Mystery Shopping

  • Affinities Partner

  • Marketing consultancy for direct insurance

  • Loyalty Scheme

  • Engaging adults back into education

  • Understanding the use of Temporary Labour

  • Sports Facility Survey

  • Adult Home Care Tracking Product Development

  • Product Development using Ethnography

  • Tourism Focus Groups

  • Website Development

  • Financial Brand Satisfaction Tracking

  • New Expert Information Product

  • Public Consultation - Council Tax

  • Global Advertising Campaign

  • Multi-national Usage & Attitude Survey

  • International Competitor Mystery Shopping

  • Development of the Direct Offering

  • Strategic Brand Development

  • Comms testing alongside NPD

  • Understanding the Sales Journey Experience from both sides

  • Sentencers' Satisfaction Survey

  • Brand Development & Product Screening

  • Trade-off Pricing Research

  • Plasterboard Packaging Research

  • Broker Relationship Survey

  • Benchmarking Mystery Shopping

  • Mixed Media Advertising Analysis

  • Visitor Survey

  • Audience Development Plan

  • Housing Scheme Test

  • Help Desk Mystery Shopping

  • Public Consultation - Waste

  • Driving business growth

  • Service Delivery Mystery Shopping

  • International Satisfaction & Development

  • Compliance Mystery Shopping

  • Communication: New and existing financial products

  • Brand Image Research

  • Understanding Local Business Needs

  • Understanding Customer Pricing

  • Revitalising Existing Brand

  • Cathedral Visitor Survey

  • Staff Surveys

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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