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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 Attrition

  • Comms testing alongside NPD

  • Engaging adults back into education

  • Marketing consultancy for direct insurance

  • Benchmarking Mystery Shopping

  • Communication: New and existing financial products

  • Public Consultation - Waste

  • Service Delivery Mystery Shopping

  • New Expert Information Product

  • Plasterboard Packaging Research

  • Global Advertising Campaign

  • Understanding Customer Pricing

  • Brand Development

  • Revitalising Existing Brand

  • Understanding the use of Temporary Labour

  • Product Development using Ethnography

  • Affinities Partner

  • Sports Facility Survey

  • Development of the Direct Offering

  • Luxury In-store Display

  • Strategic Brand Development

  • Website Development

  • Help Desk Mystery Shopping

  • International Competitor Mystery Shopping

  • Cathedral Visitor Survey

  • Adult Home Care Tracking Product Development

  • Trade-off Pricing Research

  • Financial Brand Satisfaction Tracking

  • Mixed Media Advertising Analysis

  • Tourism Focus Groups

  • Competitor Mystery Shopping

  • Understanding Local Business Needs

  • Housing Scheme Test

  • Audience Development Plan

  • Brand Image Research

  • Loyalty Scheme

  • International Satisfaction & Development

  • Driving business growth

  • Prototype Evaluation

  • Brand Development & Product Screening

  • Staff Surveys

  • Public Consultation - Council Tax

  • Multi-national Usage & Attitude Survey

  • Visitor Survey

  • Broker Relationship Survey

  • Understanding the Sales Journey Experience from both sides

  • Sentencers' Satisfaction Survey

  • Compliance Mystery Shopping

  • Developing marketing materials for new products

  • Satisfaction Survey (Housing)

  • Reader Satisfaction

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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