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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

  • Brand Development

  • Developing marketing materials for new products

  • Global Advertising Campaign

  • Product Development using Ethnography

  • Development of the Direct Offering

  • Understanding the Sales Journey Experience from both sides

  • Sports Facility Survey

  • Cathedral Visitor Survey

  • International Satisfaction & Development

  • International Competitor Mystery Shopping

  • Help Desk Mystery Shopping

  • Competitor Mystery Shopping

  • Luxury In-store Display

  • Housing Scheme Test

  • Adult Home Care Tracking Product Development

  • Affinities Partner

  • Tourism Focus Groups

  • Loyalty Scheme

  • Trade-off Pricing Research

  • Reader Satisfaction

  • Revitalising Existing Brand

  • Brand Image Research

  • Strategic Brand Development

  • Staff Surveys

  • Compliance Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Prototype Evaluation

  • Benchmarking Mystery Shopping

  • Understanding Attrition

  • Website Development

  • Service Delivery Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Marketing consultancy for direct insurance

  • Understanding Local Business Needs

  • Audience Development Plan

  • Driving business growth

  • Mixed Media Advertising Analysis

  • Understanding Customer Pricing

  • Brand Development & Product Screening

  • Multi-national Usage & Attitude Survey

  • Visitor Survey

  • Engaging adults back into education

  • Satisfaction Survey (Housing)

  • Public Consultation - Council Tax

  • Communication: New and existing financial products

  • Plasterboard Packaging Research

  • Comms testing alongside NPD

  • Broker Relationship Survey

  • Understanding the use of Temporary Labour

  • Public Consultation - Waste

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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