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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

  • Tourism Focus Groups

  • Developing marketing materials for new products

  • Broker Relationship Survey

  • Affinities Partner

  • Understanding Local Business Needs

  • Audience Development Plan

  • Loyalty Scheme

  • Satisfaction Survey (Housing)

  • Help Desk Mystery Shopping

  • Luxury In-store Display

  • Brand Development

  • Multi-national Usage & Attitude Survey

  • Competitor Mystery Shopping

  • Public Consultation - Council Tax

  • Public Consultation - Waste

  • Global Advertising Campaign

  • Development of the Direct Offering

  • Plasterboard Packaging Research

  • Housing Scheme Test

  • Prototype Evaluation

  • Brand Image Research

  • Understanding Attrition

  • Staff Surveys

  • Trade-off Pricing Research

  • International Satisfaction & Development

  • Communication: New and existing financial products

  • Understanding Customer Pricing

  • International Competitor Mystery Shopping

  • Benchmarking Mystery Shopping

  • Comms testing alongside NPD

  • Cathedral Visitor Survey

  • New Expert Information Product

  • Revitalising Existing Brand

  • Visitor Survey

  • Strategic Brand Development

  • Product Development using Ethnography

  • Mixed Media Advertising Analysis

  • Service Delivery Mystery Shopping

  • Sports Facility Survey

  • Reader Satisfaction

  • Financial Brand Satisfaction Tracking

  • Engaging adults back into education

  • Driving business growth

  • Brand Development & Product Screening

  • Adult Home Care Tracking Product Development

  • Understanding the Sales Journey Experience from both sides

  • Sentencers' Satisfaction Survey

  • Marketing consultancy for direct insurance

  • Understanding the use of Temporary Labour

  • Compliance Mystery Shopping

  • Website Development

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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