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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

  • Comms testing alongside NPD

  • Understanding Local Business Needs

  • Satisfaction Survey (Housing)

  • Revitalising Existing Brand

  • Sentencers' Satisfaction Survey

  • Financial Brand Satisfaction Tracking

  • Plasterboard Packaging Research

  • Reader Satisfaction

  • Mixed Media Advertising Analysis

  • Cathedral Visitor Survey

  • International Satisfaction & Development

  • Help Desk Mystery Shopping

  • Prototype Evaluation

  • Global Advertising Campaign

  • Engaging adults back into education

  • Multi-national Usage & Attitude Survey

  • Website Development

  • Benchmarking Mystery Shopping

  • Understanding the Sales Journey Experience from both sides

  • Compliance Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Sports Facility Survey

  • Public Consultation - Council Tax

  • Public Consultation - Waste

  • Service Delivery Mystery Shopping

  • Broker Relationship Survey

  • International Competitor Mystery Shopping

  • Understanding Customer Pricing

  • Housing Scheme Test

  • Brand Image Research

  • Luxury In-store Display

  • Loyalty Scheme

  • Affinities Partner

  • Product Development using Ethnography

  • Development of the Direct Offering

  • Strategic Brand Development

  • Communication: New and existing financial products

  • Visitor Survey

  • Competitor Mystery Shopping

  • Trade-off Pricing Research

  • New Expert Information Product

  • Staff Surveys

  • Understanding Attrition

  • Developing marketing materials for new products

  • Understanding the use of Temporary Labour

  • Driving business growth

  • Marketing consultancy for direct insurance

  • Brand Development

  • Audience Development Plan

  • Tourism Focus Groups

  • Brand Development & Product Screening

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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