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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

  • Mixed Media Advertising Analysis

  • Reader Satisfaction

  • Brand Development

  • Competitor Mystery Shopping

  • Help Desk Mystery Shopping

  • Sports Facility Survey

  • Sentencers' Satisfaction Survey

  • Financial Brand Satisfaction Tracking

  • Website Development

  • Affinities Partner

  • Marketing consultancy for direct insurance

  • Satisfaction Survey (Housing)

  • Compliance Mystery Shopping

  • Housing Scheme Test

  • Benchmarking Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Strategic Brand Development

  • Staff Surveys

  • Developing marketing materials for new products

  • Development of the Direct Offering

  • Public Consultation - Council Tax

  • Engaging adults back into education

  • Understanding Attrition

  • New Expert Information Product

  • Service Delivery Mystery Shopping

  • Revitalising Existing Brand

  • Prototype Evaluation

  • Product Development using Ethnography

  • Luxury In-store Display

  • Loyalty Scheme

  • Understanding the use of Temporary Labour

  • Public Consultation - Waste

  • Understanding Local Business Needs

  • Communication: New and existing financial products

  • Cathedral Visitor Survey

  • International Competitor Mystery Shopping

  • Driving business growth

  • Understanding the Sales Journey Experience from both sides

  • Trade-off Pricing Research

  • Global Advertising Campaign

  • Brand Image Research

  • Visitor Survey

  • International Satisfaction & Development

  • Broker Relationship Survey

  • Comms testing alongside NPD

  • Brand Development & Product Screening

  • Multi-national Usage & Attitude Survey

  • Understanding Customer Pricing

  • Plasterboard Packaging Research

  • Tourism Focus Groups

  • 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

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Contact us to discover how we can help your business today.

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