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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

  • Cathedral Visitor Survey

  • Satisfaction Survey (Housing)

  • Understanding Local Business Needs

  • Visitor Survey

  • Trade-off Pricing Research

  • Engaging adults back into education

  • Understanding the Sales Journey Experience from both sides

  • Mixed Media Advertising Analysis

  • Brand Development

  • Brand Image Research

  • Plasterboard Packaging Research

  • Service Delivery Mystery Shopping

  • Housing Scheme Test

  • Website Development

  • International Competitor Mystery Shopping

  • Driving business growth

  • International Satisfaction & Development

  • Staff Surveys

  • Luxury In-store Display

  • Reader Satisfaction

  • Multi-national Usage & Attitude Survey

  • Understanding Attrition

  • Tourism Focus Groups

  • Brand Development & Product Screening

  • Sentencers' Satisfaction Survey

  • Broker Relationship Survey

  • Audience Development Plan

  • Global Advertising Campaign

  • Competitor Mystery Shopping

  • Compliance Mystery Shopping

  • Developing marketing materials for new products

  • Understanding the use of Temporary Labour

  • Strategic Brand Development

  • Public Consultation - Waste

  • Benchmarking Mystery Shopping

  • Loyalty Scheme

  • Public Consultation - Council Tax

  • Development of the Direct Offering

  • Affinities Partner

  • Sports Facility Survey

  • Financial Brand Satisfaction Tracking

  • Prototype Evaluation

  • Understanding Customer Pricing

  • New Expert Information Product

  • Marketing consultancy for direct insurance

  • Adult Home Care Tracking Product Development

  • Help Desk Mystery Shopping

  • Comms testing alongside NPD

  • Revitalising Existing Brand

  • Communication: New and existing financial products

  • Product Development using Ethnography

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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