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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

  • Staff Surveys

  • Service Delivery Mystery Shopping

  • Brand Development

  • Engaging adults back into education

  • Multi-national Usage & Attitude Survey

  • Comms testing alongside NPD

  • Public Consultation - Waste

  • Reader Satisfaction

  • Trade-off Pricing Research

  • Competitor Mystery Shopping

  • Understanding Customer Pricing

  • Benchmarking Mystery Shopping

  • Brand Development & Product Screening

  • Brand Image Research

  • Understanding Local Business Needs

  • Cathedral Visitor Survey

  • Driving business growth

  • Prototype Evaluation

  • Marketing consultancy for direct insurance

  • Website Development

  • Adult Home Care Tracking Product Development

  • Plasterboard Packaging Research

  • Broker Relationship Survey

  • Affinities Partner

  • Loyalty Scheme

  • Sentencers' Satisfaction Survey

  • International Satisfaction & Development

  • New Expert Information Product

  • Product Development using Ethnography

  • Revitalising Existing Brand

  • Housing Scheme Test

  • Global Advertising Campaign

  • Satisfaction Survey (Housing)

  • Understanding the Sales Journey Experience from both sides

  • Developing marketing materials for new products

  • Strategic Brand Development

  • Financial Brand Satisfaction Tracking

  • Audience Development Plan

  • Public Consultation - Council Tax

  • Tourism Focus Groups

  • International Competitor Mystery Shopping

  • Luxury In-store Display

  • Development of the Direct Offering

  • Compliance Mystery Shopping

  • Understanding the use of Temporary Labour

  • Help Desk Mystery Shopping

  • Mixed Media Advertising Analysis

  • Understanding Attrition

  • Sports Facility Survey

  • Communication: New and existing financial products

  • Visitor Survey

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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