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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

  • Adult Home Care Tracking Product Development

  • Sports Facility Survey

  • Engaging adults back into education

  • Mixed Media Advertising Analysis

  • International Competitor Mystery Shopping

  • Housing Scheme Test

  • Sentencers' Satisfaction Survey

  • Public Consultation - Council Tax

  • New Expert Information Product

  • Staff Surveys

  • Audience Development Plan

  • Comms testing alongside NPD

  • Marketing consultancy for direct insurance

  • Brand Development

  • Multi-national Usage & Attitude Survey

  • Understanding the Sales Journey Experience from both sides

  • Plasterboard Packaging Research

  • Benchmarking Mystery Shopping

  • Competitor Mystery Shopping

  • Understanding Attrition

  • Service Delivery Mystery Shopping

  • Strategic Brand Development

  • Brand Image Research

  • Reader Satisfaction

  • Trade-off Pricing Research

  • Development of the Direct Offering

  • International Satisfaction & Development

  • Loyalty Scheme

  • Understanding the use of Temporary Labour

  • Revitalising Existing Brand

  • Tourism Focus Groups

  • Driving business growth

  • Brand Development & Product Screening

  • Compliance Mystery Shopping

  • Prototype Evaluation

  • Communication: New and existing financial products

  • Understanding Local Business Needs

  • Help Desk Mystery Shopping

  • Understanding Customer Pricing

  • Financial Brand Satisfaction Tracking

  • Luxury In-store Display

  • Visitor Survey

  • Public Consultation - Waste

  • Global Advertising Campaign

  • Product Development using Ethnography

  • Satisfaction Survey (Housing)

  • Broker Relationship Survey

  • Cathedral Visitor Survey

  • Website Development

  • Affinities Partner

  • Developing marketing materials for new products

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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