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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

  • Competitor Mystery Shopping

  • Plasterboard Packaging Research

  • Affinities Partner

  • Benchmarking Mystery Shopping

  • Reader Satisfaction

  • Product Development using Ethnography

  • Public Consultation - Council Tax

  • Broker Relationship Survey

  • New Expert Information Product

  • Satisfaction Survey (Housing)

  • Understanding the use of Temporary Labour

  • Understanding Attrition

  • International Satisfaction & Development

  • Brand Development & Product Screening

  • Trade-off Pricing Research

  • Global Advertising Campaign

  • Financial Brand Satisfaction Tracking

  • Adult Home Care Tracking Product Development

  • Service Delivery Mystery Shopping

  • Staff Surveys

  • Compliance Mystery Shopping

  • International Competitor Mystery Shopping

  • Brand Development

  • Prototype Evaluation

  • Developing marketing materials for new products

  • Development of the Direct Offering

  • Visitor Survey

  • Strategic Brand Development

  • Loyalty Scheme

  • Understanding Customer Pricing

  • Tourism Focus Groups

  • Driving business growth

  • Audience Development Plan

  • Sports Facility Survey

  • Comms testing alongside NPD

  • Help Desk Mystery Shopping

  • Website Development

  • Understanding the Sales Journey Experience from both sides

  • Cathedral Visitor Survey

  • Marketing consultancy for direct insurance

  • Communication: New and existing financial products

  • Revitalising Existing Brand

  • Understanding Local Business Needs

  • Brand Image Research

  • Housing Scheme Test

  • Sentencers' Satisfaction Survey

  • Engaging adults back into education

  • Public Consultation - Waste

  • Multi-national Usage & Attitude Survey

  • Mixed Media Advertising Analysis

  • Luxury In-store Display

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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