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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

  • Mixed Media Advertising Analysis

  • Understanding Local Business Needs

  • Visitor Survey

  • Plasterboard Packaging Research

  • Benchmarking Mystery Shopping

  • Audience Development Plan

  • Affinities Partner

  • Brand Development & Product Screening

  • Driving business growth

  • Global Advertising Campaign

  • Understanding the use of Temporary Labour

  • Adult Home Care Tracking Product Development

  • Strategic Brand Development

  • Satisfaction Survey (Housing)

  • Luxury In-store Display

  • Competitor Mystery Shopping

  • Public Consultation - Waste

  • Loyalty Scheme

  • Cathedral Visitor Survey

  • Website Development

  • International Competitor Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Comms testing alongside NPD

  • Help Desk Mystery Shopping

  • Trade-off Pricing Research

  • Financial Brand Satisfaction Tracking

  • Service Delivery Mystery Shopping

  • Brand Image Research

  • Developing marketing materials for new products

  • Understanding the Sales Journey Experience from both sides

  • Broker Relationship Survey

  • Reader Satisfaction

  • Engaging adults back into education

  • Communication: New and existing financial products

  • Understanding Attrition

  • Staff Surveys

  • Revitalising Existing Brand

  • Prototype Evaluation

  • Sports Facility Survey

  • International Satisfaction & Development

  • Marketing consultancy for direct insurance

  • Understanding Customer Pricing

  • Product Development using Ethnography

  • Sentencers' Satisfaction Survey

  • Compliance Mystery Shopping

  • Public Consultation - Council Tax

  • Brand Development

  • Development of the Direct Offering

  • New Expert Information Product

  • Housing Scheme Test

  • Tourism Focus Groups

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

Ready to find out more?

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

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