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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

  • International Competitor Mystery Shopping

  • Cathedral Visitor Survey

  • Revitalising Existing Brand

  • Developing marketing materials for new products

  • Public Consultation - Council Tax

  • Staff Surveys

  • Plasterboard Packaging Research

  • Audience Development Plan

  • Tourism Focus Groups

  • Prototype Evaluation

  • Competitor Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Brand Image Research

  • Help Desk Mystery Shopping

  • Brand Development

  • Visitor Survey

  • Understanding Attrition

  • Service Delivery Mystery Shopping

  • Benchmarking Mystery Shopping

  • Reader Satisfaction

  • International Satisfaction & Development

  • Strategic Brand Development

  • Understanding Customer Pricing

  • Financial Brand Satisfaction Tracking

  • Brand Development & Product Screening

  • Housing Scheme Test

  • Loyalty Scheme

  • Website Development

  • Understanding the Sales Journey Experience from both sides

  • Broker Relationship Survey

  • Comms testing alongside NPD

  • Driving business growth

  • New Expert Information Product

  • Sports Facility Survey

  • Sentencers' Satisfaction Survey

  • Communication: New and existing financial products

  • Satisfaction Survey (Housing)

  • Understanding Local Business Needs

  • Global Advertising Campaign

  • Engaging adults back into education

  • Marketing consultancy for direct insurance

  • Development of the Direct Offering

  • Public Consultation - Waste

  • Product Development using Ethnography

  • Trade-off Pricing Research

  • Luxury In-store Display

  • Compliance Mystery Shopping

  • Understanding the use of Temporary Labour

  • Mixed Media Advertising Analysis

  • Affinities Partner

  • Multi-national Usage & Attitude 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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