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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

  • Multi-national Usage & Attitude Survey

  • Service Delivery Mystery Shopping

  • Strategic Brand Development

  • International Competitor Mystery Shopping

  • Sports Facility Survey

  • Understanding Attrition

  • Global Advertising Campaign

  • Driving business growth

  • Visitor Survey

  • Communication: New and existing financial products

  • Brand Development & Product Screening

  • Affinities Partner

  • Help Desk Mystery Shopping

  • Trade-off Pricing Research

  • Prototype Evaluation

  • Product Development using Ethnography

  • New Expert Information Product

  • Broker Relationship Survey

  • Brand Image Research

  • Satisfaction Survey (Housing)

  • Financial Brand Satisfaction Tracking

  • Understanding Local Business Needs

  • International Satisfaction & Development

  • Public Consultation - Council Tax

  • Brand Development

  • Housing Scheme Test

  • Tourism Focus Groups

  • Public Consultation - Waste

  • Understanding the Sales Journey Experience from both sides

  • Understanding the use of Temporary Labour

  • Cathedral Visitor Survey

  • Engaging adults back into education

  • Understanding Customer Pricing

  • Plasterboard Packaging Research

  • Luxury In-store Display

  • Compliance Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Revitalising Existing Brand

  • Comms testing alongside NPD

  • Website Development

  • Reader Satisfaction

  • Staff Surveys

  • Competitor Mystery Shopping

  • Developing marketing materials for new products

  • Benchmarking Mystery Shopping

  • Development of the Direct Offering

  • Adult Home Care Tracking Product Development

  • Loyalty Scheme

  • Mixed Media Advertising Analysis

  • Audience Development Plan

  • Marketing consultancy for direct insurance

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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