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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

  • Audience Development Plan

  • Help Desk Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Marketing consultancy for direct insurance

  • Understanding Attrition

  • Understanding the use of Temporary Labour

  • New Expert Information Product

  • Engaging adults back into education

  • Driving business growth

  • Development of the Direct Offering

  • Product Development using Ethnography

  • Website Development

  • Multi-national Usage & Attitude Survey

  • Brand Development

  • Trade-off Pricing Research

  • Cathedral Visitor Survey

  • Sports Facility Survey

  • Satisfaction Survey (Housing)

  • Benchmarking Mystery Shopping

  • Understanding Customer Pricing

  • Developing marketing materials for new products

  • Public Consultation - Council Tax

  • Understanding the Sales Journey Experience from both sides

  • Competitor Mystery Shopping

  • Reader Satisfaction

  • Global Advertising Campaign

  • Understanding Local Business Needs

  • Broker Relationship Survey

  • Compliance Mystery Shopping

  • Service Delivery Mystery Shopping

  • Housing Scheme Test

  • Brand Image Research

  • Prototype Evaluation

  • Luxury In-store Display

  • Comms testing alongside NPD

  • Tourism Focus Groups

  • Plasterboard Packaging Research

  • Revitalising Existing Brand

  • Financial Brand Satisfaction Tracking

  • Public Consultation - Waste

  • Sentencers' Satisfaction Survey

  • Visitor Survey

  • Brand Development & Product Screening

  • Strategic Brand Development

  • International Competitor Mystery Shopping

  • Affinities Partner

  • International Satisfaction & Development

  • Communication: New and existing financial products

  • Loyalty Scheme

  • Staff Surveys

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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