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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

  • Loyalty Scheme

  • Engaging adults back into education

  • Tourism Focus Groups

  • International Satisfaction & Development

  • Help Desk Mystery Shopping

  • Strategic Brand Development

  • Understanding the Sales Journey Experience from both sides

  • Sports Facility Survey

  • Compliance Mystery Shopping

  • Trade-off Pricing Research

  • Staff Surveys

  • Satisfaction Survey (Housing)

  • Competitor Mystery Shopping

  • Driving business growth

  • Understanding the use of Temporary Labour

  • Brand Development

  • Developing marketing materials for new products

  • New Expert Information Product

  • Financial Brand Satisfaction Tracking

  • Adult Home Care Tracking Product Development

  • Brand Image Research

  • Communication: New and existing financial products

  • Understanding Local Business Needs

  • Plasterboard Packaging Research

  • Sentencers' Satisfaction Survey

  • Reader Satisfaction

  • Product Development using Ethnography

  • Benchmarking Mystery Shopping

  • Affinities Partner

  • International Competitor Mystery Shopping

  • Prototype Evaluation

  • Global Advertising Campaign

  • Understanding Attrition

  • Public Consultation - Waste

  • Development of the Direct Offering

  • Marketing consultancy for direct insurance

  • Website Development

  • Revitalising Existing Brand

  • Service Delivery Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Brand Development & Product Screening

  • Mixed Media Advertising Analysis

  • Luxury In-store Display

  • Understanding Customer Pricing

  • Comms testing alongside NPD

  • Public Consultation - Council Tax

  • Broker Relationship Survey

  • Cathedral Visitor Survey

  • Housing Scheme Test

  • Visitor Survey

  • 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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