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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

  • Developing marketing materials for new products

  • Satisfaction Survey (Housing)

  • Website Development

  • Mixed Media Advertising Analysis

  • Tourism Focus Groups

  • Cathedral Visitor Survey

  • Help Desk Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • International Competitor Mystery Shopping

  • Housing Scheme Test

  • Luxury In-store Display

  • Driving business growth

  • Understanding Attrition

  • Understanding the Sales Journey Experience from both sides

  • Compliance Mystery Shopping

  • Strategic Brand Development

  • Staff Surveys

  • Marketing consultancy for direct insurance

  • Understanding Local Business Needs

  • Broker Relationship Survey

  • Brand Development & Product Screening

  • Audience Development Plan

  • Engaging adults back into education

  • Reader Satisfaction

  • Comms testing alongside NPD

  • Affinities Partner

  • Loyalty Scheme

  • Plasterboard Packaging Research

  • Service Delivery Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Brand Image Research

  • Prototype Evaluation

  • Revitalising Existing Brand

  • Communication: New and existing financial products

  • Benchmarking Mystery Shopping

  • Visitor Survey

  • Public Consultation - Council Tax

  • Understanding Customer Pricing

  • Brand Development

  • Global Advertising Campaign

  • Multi-national Usage & Attitude Survey

  • Competitor Mystery Shopping

  • Development of the Direct Offering

  • Sports Facility Survey

  • Sentencers' Satisfaction Survey

  • Public Consultation - Waste

  • Product Development using Ethnography

  • New Expert Information Product

  • International Satisfaction & Development

  • Understanding the use of Temporary Labour

  • Trade-off Pricing Research

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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