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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

  • Service Delivery Mystery Shopping

  • Reader Satisfaction

  • Comms testing alongside NPD

  • Strategic Brand Development

  • Revitalising Existing Brand

  • Competitor Mystery Shopping

  • Communication: New and existing financial products

  • Marketing consultancy for direct insurance

  • Sentencers' Satisfaction Survey

  • Sports Facility Survey

  • Understanding the use of Temporary Labour

  • Prototype Evaluation

  • Understanding the Sales Journey Experience from both sides

  • Global Advertising Campaign

  • Development of the Direct Offering

  • Luxury In-store Display

  • Understanding Local Business Needs

  • Tourism Focus Groups

  • Help Desk Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Broker Relationship Survey

  • Housing Scheme Test

  • International Satisfaction & Development

  • Brand Image Research

  • Satisfaction Survey (Housing)

  • Brand Development

  • Developing marketing materials for new products

  • Staff Surveys

  • Trade-off Pricing Research

  • Benchmarking Mystery Shopping

  • Visitor Survey

  • Website Development

  • Compliance Mystery Shopping

  • Public Consultation - Council Tax

  • Loyalty Scheme

  • Cathedral Visitor Survey

  • Public Consultation - Waste

  • Financial Brand Satisfaction Tracking

  • International Competitor Mystery Shopping

  • Audience Development Plan

  • Product Development using Ethnography

  • Multi-national Usage & Attitude Survey

  • Affinities Partner

  • New Expert Information Product

  • Driving business growth

  • Understanding Customer Pricing

  • Brand Development & Product Screening

  • Engaging adults back into education

  • Understanding Attrition

  • Plasterboard Packaging Research

  • Mixed Media Advertising Analysis

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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