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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

  • Luxury In-store Display

  • Development of the Direct Offering

  • Loyalty Scheme

  • Tourism Focus Groups

  • Benchmarking Mystery Shopping

  • Competitor Mystery Shopping

  • Trade-off Pricing Research

  • Reader Satisfaction

  • Sentencers' Satisfaction Survey

  • Developing marketing materials for new products

  • Housing Scheme Test

  • Satisfaction Survey (Housing)

  • Multi-national Usage & Attitude Survey

  • Comms testing alongside NPD

  • Understanding Attrition

  • Help Desk Mystery Shopping

  • Understanding Local Business Needs

  • Compliance Mystery Shopping

  • Strategic Brand Development

  • Understanding Customer Pricing

  • Understanding the Sales Journey Experience from both sides

  • Affinities Partner

  • Public Consultation - Council Tax

  • Brand Image Research

  • Brand Development

  • Cathedral Visitor Survey

  • Staff Surveys

  • Communication: New and existing financial products

  • Prototype Evaluation

  • Adult Home Care Tracking Product Development

  • Broker Relationship Survey

  • Financial Brand Satisfaction Tracking

  • New Expert Information Product

  • Audience Development Plan

  • International Competitor Mystery Shopping

  • Revitalising Existing Brand

  • Driving business growth

  • Global Advertising Campaign

  • Website Development

  • Understanding the use of Temporary Labour

  • Mixed Media Advertising Analysis

  • Marketing consultancy for direct insurance

  • Plasterboard Packaging Research

  • Public Consultation - Waste

  • Service Delivery Mystery Shopping

  • Product Development using Ethnography

  • Engaging adults back into education

  • Visitor Survey

  • Sports Facility Survey

  • International Satisfaction & Development

  • Brand Development & Product Screening

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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