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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

  • New Expert Information Product

  • Adult Home Care Tracking Product Development

  • Help Desk Mystery Shopping

  • Tourism Focus Groups

  • Housing Scheme Test

  • Understanding Attrition

  • Public Consultation - Waste

  • Compliance Mystery Shopping

  • Luxury In-store Display

  • Strategic Brand Development

  • Revitalising Existing Brand

  • Understanding the use of Temporary Labour

  • Marketing consultancy for direct insurance

  • International Satisfaction & Development

  • Brand Development & Product Screening

  • Sentencers' Satisfaction Survey

  • Benchmarking Mystery Shopping

  • Cathedral Visitor Survey

  • Audience Development Plan

  • Engaging adults back into education

  • Communication: New and existing financial products

  • Driving business growth

  • Brand Image Research

  • Reader Satisfaction

  • Comms testing alongside NPD

  • Website Development

  • Competitor Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Prototype Evaluation

  • Trade-off Pricing Research

  • Global Advertising Campaign

  • Visitor Survey

  • Financial Brand Satisfaction Tracking

  • Product Development using Ethnography

  • Understanding Local Business Needs

  • Loyalty Scheme

  • Brand Development

  • Staff Surveys

  • Development of the Direct Offering

  • Understanding the Sales Journey Experience from both sides

  • Plasterboard Packaging Research

  • Affinities Partner

  • Sports Facility Survey

  • Developing marketing materials for new products

  • Mixed Media Advertising Analysis

  • Understanding Customer Pricing

  • International Competitor Mystery Shopping

  • Public Consultation - Council Tax

  • Service Delivery Mystery Shopping

  • Broker Relationship Survey

  • Satisfaction Survey (Housing)

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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