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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

  • Brand Development

  • Marketing consultancy for direct insurance

  • Website Development

  • Satisfaction Survey (Housing)

  • Reader Satisfaction

  • Revitalising Existing Brand

  • Communication: New and existing financial products

  • Developing marketing materials for new products

  • Visitor Survey

  • Understanding Local Business Needs

  • Audience Development Plan

  • Plasterboard Packaging Research

  • Cathedral Visitor Survey

  • Brand Image Research

  • Trade-off Pricing Research

  • Driving business growth

  • Luxury In-store Display

  • Understanding the Sales Journey Experience from both sides

  • Staff Surveys

  • Benchmarking Mystery Shopping

  • Sports Facility Survey

  • International Satisfaction & Development

  • International Competitor Mystery Shopping

  • Understanding Attrition

  • Multi-national Usage & Attitude Survey

  • Adult Home Care Tracking Product Development

  • Understanding the use of Temporary Labour

  • Global Advertising Campaign

  • Development of the Direct Offering

  • Compliance Mystery Shopping

  • Affinities Partner

  • Financial Brand Satisfaction Tracking

  • Competitor Mystery Shopping

  • New Expert Information Product

  • Tourism Focus Groups

  • Public Consultation - Waste

  • Prototype Evaluation

  • Housing Scheme Test

  • Understanding Customer Pricing

  • Service Delivery Mystery Shopping

  • Mixed Media Advertising Analysis

  • Loyalty Scheme

  • Sentencers' Satisfaction Survey

  • Product Development using Ethnography

  • Help Desk Mystery Shopping

  • Comms testing alongside NPD

  • Public Consultation - Council Tax

  • Strategic Brand Development

  • Brand Development & Product Screening

  • Engaging adults back into education

  • Broker Relationship 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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