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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

  • Understanding Customer Pricing

  • Adult Home Care Tracking Product Development

  • Benchmarking Mystery Shopping

  • Marketing consultancy for direct insurance

  • Loyalty Scheme

  • Audience Development Plan

  • Staff Surveys

  • Multi-national Usage & Attitude Survey

  • Product Development using Ethnography

  • Cathedral Visitor Survey

  • Affinities Partner

  • International Competitor Mystery Shopping

  • Mixed Media Advertising Analysis

  • Competitor Mystery Shopping

  • Public Consultation - Council Tax

  • Trade-off Pricing Research

  • Prototype Evaluation

  • Communication: New and existing financial products

  • New Expert Information Product

  • Financial Brand Satisfaction Tracking

  • Driving business growth

  • Sentencers' Satisfaction Survey

  • Understanding Local Business Needs

  • Global Advertising Campaign

  • International Satisfaction & Development

  • Understanding the use of Temporary Labour

  • Development of the Direct Offering

  • Satisfaction Survey (Housing)

  • Developing marketing materials for new products

  • Reader Satisfaction

  • Luxury In-store Display

  • Help Desk Mystery Shopping

  • Understanding Attrition

  • Visitor Survey

  • Plasterboard Packaging Research

  • Brand Image Research

  • Engaging adults back into education

  • Revitalising Existing Brand

  • Public Consultation - Waste

  • Brand Development & Product Screening

  • Understanding the Sales Journey Experience from both sides

  • Brand Development

  • Compliance Mystery Shopping

  • Tourism Focus Groups

  • Comms testing alongside NPD

  • Sports Facility Survey

  • Website Development

  • Strategic Brand Development

  • Housing Scheme Test

  • Service Delivery Mystery Shopping

  • 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

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Contact us to discover how we can help your business today.

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