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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

  • Satisfaction Survey (Housing)

  • Trade-off Pricing Research

  • Marketing consultancy for direct insurance

  • Engaging adults back into education

  • Loyalty Scheme

  • Communication: New and existing financial products

  • Global Advertising Campaign

  • Public Consultation - Council Tax

  • Benchmarking Mystery Shopping

  • Strategic Brand Development

  • Plasterboard Packaging Research

  • Development of the Direct Offering

  • Website Development

  • International Satisfaction & Development

  • Financial Brand Satisfaction Tracking

  • Comms testing alongside NPD

  • Driving business growth

  • Adult Home Care Tracking Product Development

  • Reader Satisfaction

  • Brand Development & Product Screening

  • Visitor Survey

  • Brand Image Research

  • Service Delivery Mystery Shopping

  • Understanding the use of Temporary Labour

  • Revitalising Existing Brand

  • International Competitor Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Cathedral Visitor Survey

  • Sports Facility Survey

  • Staff Surveys

  • Public Consultation - Waste

  • Product Development using Ethnography

  • Help Desk Mystery Shopping

  • New Expert Information Product

  • Broker Relationship Survey

  • Brand Development

  • Tourism Focus Groups

  • Competitor Mystery Shopping

  • Luxury In-store Display

  • Compliance Mystery Shopping

  • Prototype Evaluation

  • Affinities Partner

  • Understanding Customer Pricing

  • Understanding the Sales Journey Experience from both sides

  • Understanding Attrition

  • Housing Scheme Test

  • Mixed Media Advertising Analysis

  • Sentencers' Satisfaction Survey

  • Understanding Local Business Needs

  • Developing marketing materials for new products

  • Audience Development Plan

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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