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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

  • New Expert Information Product

  • Understanding Customer Pricing

  • Satisfaction Survey (Housing)

  • Affinities Partner

  • Communication: New and existing financial products

  • Public Consultation - Council Tax

  • Tourism Focus Groups

  • Comms testing alongside NPD

  • Global Advertising Campaign

  • Understanding Attrition

  • Engaging adults back into education

  • Luxury In-store Display

  • Reader Satisfaction

  • Help Desk Mystery Shopping

  • Website Development

  • Adult Home Care Tracking Product Development

  • Sports Facility Survey

  • Understanding Local Business Needs

  • Brand Image Research

  • Brand Development & Product Screening

  • Marketing consultancy for direct insurance

  • Service Delivery Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Sentencers' Satisfaction Survey

  • Multi-national Usage & Attitude Survey

  • Driving business growth

  • International Competitor Mystery Shopping

  • Public Consultation - Waste

  • Understanding the Sales Journey Experience from both sides

  • Strategic Brand Development

  • Brand Development

  • Revitalising Existing Brand

  • Audience Development Plan

  • Plasterboard Packaging Research

  • Developing marketing materials for new products

  • Development of the Direct Offering

  • Housing Scheme Test

  • Visitor Survey

  • Cathedral Visitor Survey

  • Competitor Mystery Shopping

  • Broker Relationship Survey

  • Product Development using Ethnography

  • Trade-off Pricing Research

  • Loyalty Scheme

  • Compliance Mystery Shopping

  • Understanding the use of Temporary Labour

  • Prototype Evaluation

  • Benchmarking Mystery Shopping

  • Staff Surveys

  • Mixed Media Advertising Analysis

  • International Satisfaction & 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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