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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

  • Loyalty Scheme

  • International Satisfaction & Development

  • Adult Home Care Tracking Product Development

  • Sports Facility Survey

  • Communication: New and existing financial products

  • Understanding Customer Pricing

  • Tourism Focus Groups

  • Sentencers' Satisfaction Survey

  • Brand Development & Product Screening

  • Public Consultation - Waste

  • Comms testing alongside NPD

  • Revitalising Existing Brand

  • Understanding Local Business Needs

  • Competitor Mystery Shopping

  • Cathedral Visitor Survey

  • Strategic Brand Development

  • Product Development using Ethnography

  • Driving business growth

  • Visitor Survey

  • Affinities Partner

  • Benchmarking Mystery Shopping

  • Marketing consultancy for direct insurance

  • Service Delivery Mystery Shopping

  • Compliance Mystery Shopping

  • Understanding the Sales Journey Experience from both sides

  • Financial Brand Satisfaction Tracking

  • Multi-national Usage & Attitude Survey

  • Trade-off Pricing Research

  • Help Desk Mystery Shopping

  • New Expert Information Product

  • International Competitor Mystery Shopping

  • Brand Image Research

  • Satisfaction Survey (Housing)

  • Brand Development

  • Website Development

  • Reader Satisfaction

  • Staff Surveys

  • Engaging adults back into education

  • Prototype Evaluation

  • Global Advertising Campaign

  • Public Consultation - Council Tax

  • Understanding the use of Temporary Labour

  • Luxury In-store Display

  • Broker Relationship Survey

  • Housing Scheme Test

  • Plasterboard Packaging Research

  • Audience Development Plan

  • Understanding Attrition

  • Developing marketing materials for new products

  • Development of the Direct Offering

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

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

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