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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

  • Help Desk Mystery Shopping

  • Driving business growth

  • Multi-national Usage & Attitude Survey

  • Sentencers' Satisfaction Survey

  • Revitalising Existing Brand

  • Development of the Direct Offering

  • Global Advertising Campaign

  • Satisfaction Survey (Housing)

  • Loyalty Scheme

  • Comms testing alongside NPD

  • Plasterboard Packaging Research

  • Mixed Media Advertising Analysis

  • Website Development

  • Understanding the use of Temporary Labour

  • Luxury In-store Display

  • Affinities Partner

  • Brand Development & Product Screening

  • Compliance Mystery Shopping

  • Service Delivery Mystery Shopping

  • Public Consultation - Council Tax

  • International Competitor Mystery Shopping

  • Brand Image Research

  • Prototype Evaluation

  • Broker Relationship Survey

  • Public Consultation - Waste

  • Competitor Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Housing Scheme Test

  • Adult Home Care Tracking Product Development

  • International Satisfaction & Development

  • Communication: New and existing financial products

  • Sports Facility Survey

  • Understanding Customer Pricing

  • Trade-off Pricing Research

  • Audience Development Plan

  • Benchmarking Mystery Shopping

  • Staff Surveys

  • Cathedral Visitor Survey

  • New Expert Information Product

  • Reader Satisfaction

  • Brand Development

  • Strategic Brand Development

  • Understanding Attrition

  • Engaging adults back into education

  • Understanding Local Business Needs

  • Understanding the Sales Journey Experience from both sides

  • Marketing consultancy for direct insurance

  • Tourism Focus Groups

  • Product Development using Ethnography

  • Visitor 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

Ready to find out more?

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

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