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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 Customer Pricing

  • Brand Image Research

  • Competitor Mystery Shopping

  • Luxury In-store Display

  • Global Advertising Campaign

  • Public Consultation - Waste

  • Adult Home Care Tracking Product Development

  • Audience Development Plan

  • Understanding Local Business Needs

  • Housing Scheme Test

  • Prototype Evaluation

  • Loyalty Scheme

  • Developing marketing materials for new products

  • Revitalising Existing Brand

  • Satisfaction Survey (Housing)

  • Understanding the Sales Journey Experience from both sides

  • Compliance Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Public Consultation - Council Tax

  • Sports Facility Survey

  • Comms testing alongside NPD

  • Service Delivery Mystery Shopping

  • Affinities Partner

  • Tourism Focus Groups

  • International Competitor Mystery Shopping

  • Plasterboard Packaging Research

  • Communication: New and existing financial products

  • Marketing consultancy for direct insurance

  • Mixed Media Advertising Analysis

  • Product Development using Ethnography

  • New Expert Information Product

  • Visitor Survey

  • Strategic Brand Development

  • Sentencers' Satisfaction Survey

  • Brand Development

  • Website Development

  • Driving business growth

  • Understanding the use of Temporary Labour

  • Understanding Attrition

  • Broker Relationship Survey

  • Reader Satisfaction

  • International Satisfaction & Development

  • Help Desk Mystery Shopping

  • Engaging adults back into education

  • Brand Development & Product Screening

  • Benchmarking Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Cathedral Visitor Survey

  • Staff Surveys

  • Trade-off Pricing Research

  • Development of the Direct Offering

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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