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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

  • Compliance Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Cathedral Visitor Survey

  • Adult Home Care Tracking Product Development

  • Prototype Evaluation

  • Understanding Local Business Needs

  • Trade-off Pricing Research

  • Help Desk Mystery Shopping

  • Development of the Direct Offering

  • Understanding the use of Temporary Labour

  • Public Consultation - Waste

  • Reader Satisfaction

  • Financial Brand Satisfaction Tracking

  • Luxury In-store Display

  • Housing Scheme Test

  • Comms testing alongside NPD

  • Competitor Mystery Shopping

  • Understanding the Sales Journey Experience from both sides

  • Brand Development & Product Screening

  • International Competitor Mystery Shopping

  • Strategic Brand Development

  • Communication: New and existing financial products

  • Revitalising Existing Brand

  • Affinities Partner

  • Audience Development Plan

  • Global Advertising Campaign

  • Product Development using Ethnography

  • Brand Development

  • Driving business growth

  • Understanding Attrition

  • Brand Image Research

  • Loyalty Scheme

  • Satisfaction Survey (Housing)

  • Staff Surveys

  • Tourism Focus Groups

  • Understanding Customer Pricing

  • Public Consultation - Council Tax

  • Plasterboard Packaging Research

  • International Satisfaction & Development

  • New Expert Information Product

  • Visitor Survey

  • Sports Facility Survey

  • Broker Relationship Survey

  • Developing marketing materials for new products

  • Benchmarking Mystery Shopping

  • Website Development

  • Mixed Media Advertising Analysis

  • Service Delivery Mystery Shopping

  • Engaging adults back into education

  • Multi-national Usage & Attitude Survey

  • Marketing consultancy for direct insurance

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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