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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

  • Financial Brand Satisfaction Tracking

  • Understanding the Sales Journey Experience from both sides

  • Global Advertising Campaign

  • Loyalty Scheme

  • Adult Home Care Tracking Product Development

  • Tourism Focus Groups

  • International Satisfaction & Development

  • Help Desk Mystery Shopping

  • Brand Image Research

  • Marketing consultancy for direct insurance

  • Communication: New and existing financial products

  • Strategic Brand Development

  • Broker Relationship Survey

  • Service Delivery Mystery Shopping

  • Comms testing alongside NPD

  • Trade-off Pricing Research

  • Compliance Mystery Shopping

  • Understanding the use of Temporary Labour

  • Brand Development & Product Screening

  • International Competitor Mystery Shopping

  • Understanding Local Business Needs

  • Sentencers' Satisfaction Survey

  • Visitor Survey

  • Revitalising Existing Brand

  • Mixed Media Advertising Analysis

  • Affinities Partner

  • Audience Development Plan

  • Competitor Mystery Shopping

  • Luxury In-store Display

  • Sports Facility Survey

  • Understanding Customer Pricing

  • Benchmarking Mystery Shopping

  • Staff Surveys

  • Multi-national Usage & Attitude Survey

  • Prototype Evaluation

  • New Expert Information Product

  • Developing marketing materials for new products

  • Website Development

  • Driving business growth

  • Housing Scheme Test

  • Plasterboard Packaging Research

  • Satisfaction Survey (Housing)

  • Public Consultation - Waste

  • Understanding Attrition

  • Development of the Direct Offering

  • Product Development using Ethnography

  • Reader Satisfaction

  • Brand Development

  • Cathedral Visitor Survey

  • Public Consultation - Council Tax

  • Engaging adults back into education

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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