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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

  • Understanding Local Business Needs

  • Driving business growth

  • Help Desk Mystery Shopping

  • Public Consultation - Waste

  • Understanding Customer Pricing

  • Plasterboard Packaging Research

  • Trade-off Pricing Research

  • Audience Development Plan

  • Reader Satisfaction

  • Service Delivery Mystery Shopping

  • International Satisfaction & Development

  • Housing Scheme Test

  • Product Development using Ethnography

  • Brand Image Research

  • Visitor Survey

  • International Competitor Mystery Shopping

  • Brand Development

  • Strategic Brand Development

  • Engaging adults back into education

  • Broker Relationship Survey

  • Multi-national Usage & Attitude Survey

  • Sports Facility Survey

  • Satisfaction Survey (Housing)

  • Benchmarking Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Adult Home Care Tracking Product Development

  • Compliance Mystery Shopping

  • Staff Surveys

  • Luxury In-store Display

  • Understanding the Sales Journey Experience from both sides

  • Public Consultation - Council Tax

  • Cathedral Visitor Survey

  • Financial Brand Satisfaction Tracking

  • Developing marketing materials for new products

  • Competitor Mystery Shopping

  • Global Advertising Campaign

  • Development of the Direct Offering

  • Understanding Attrition

  • Loyalty Scheme

  • Website Development

  • Brand Development & Product Screening

  • Prototype Evaluation

  • Marketing consultancy for direct insurance

  • Revitalising Existing Brand

  • Understanding the use of Temporary Labour

  • Communication: New and existing financial products

  • Affinities Partner

  • Comms testing alongside NPD

  • Mixed Media Advertising Analysis

  • Tourism Focus Groups

  • New Expert Information Product

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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