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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

  • Prototype Evaluation

  • Understanding Local Business Needs

  • Product Development using Ethnography

  • Developing marketing materials for new products

  • Multi-national Usage & Attitude Survey

  • Understanding the use of Temporary Labour

  • Sentencers' Satisfaction Survey

  • Brand Development

  • Audience Development Plan

  • Brand Image Research

  • Tourism Focus Groups

  • Communication: New and existing financial products

  • Financial Brand Satisfaction Tracking

  • Brand Development & Product Screening

  • Cathedral Visitor Survey

  • Luxury In-store Display

  • Help Desk Mystery Shopping

  • Loyalty Scheme

  • International Competitor Mystery Shopping

  • Global Advertising Campaign

  • Competitor Mystery Shopping

  • Understanding Customer Pricing

  • Reader Satisfaction

  • Driving business growth

  • Staff Surveys

  • Development of the Direct Offering

  • Engaging adults back into education

  • Sports Facility Survey

  • Comms testing alongside NPD

  • Plasterboard Packaging Research

  • Public Consultation - Council Tax

  • Affinities Partner

  • Strategic Brand Development

  • Understanding the Sales Journey Experience from both sides

  • Public Consultation - Waste

  • Trade-off Pricing Research

  • New Expert Information Product

  • Revitalising Existing Brand

  • Marketing consultancy for direct insurance

  • Understanding Attrition

  • International Satisfaction & Development

  • Compliance Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Service Delivery Mystery Shopping

  • Broker Relationship Survey

  • Housing Scheme Test

  • Website Development

  • Mixed Media Advertising Analysis

  • Visitor Survey

  • Satisfaction Survey (Housing)

  • Benchmarking 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

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Contact us to discover how we can help your business today.

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