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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

  • Service Delivery Mystery Shopping

  • Understanding the use of Temporary Labour

  • Comms testing alongside NPD

  • Website Development

  • Brand Development & Product Screening

  • Loyalty Scheme

  • Product Development using Ethnography

  • Satisfaction Survey (Housing)

  • Brand Development

  • Financial Brand Satisfaction Tracking

  • Luxury In-store Display

  • Driving business growth

  • Public Consultation - Waste

  • Understanding the Sales Journey Experience from both sides

  • International Competitor Mystery Shopping

  • Trade-off Pricing Research

  • Help Desk Mystery Shopping

  • Marketing consultancy for direct insurance

  • Public Consultation - Council Tax

  • Brand Image Research

  • Prototype Evaluation

  • Competitor Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Benchmarking Mystery Shopping

  • Development of the Direct Offering

  • New Expert Information Product

  • Understanding Local Business Needs

  • Audience Development Plan

  • Sentencers' Satisfaction Survey

  • Revitalising Existing Brand

  • Affinities Partner

  • Visitor Survey

  • Communication: New and existing financial products

  • International Satisfaction & Development

  • Understanding Attrition

  • Understanding Customer Pricing

  • Engaging adults back into education

  • Cathedral Visitor Survey

  • Plasterboard Packaging Research

  • Housing Scheme Test

  • Reader Satisfaction

  • Mixed Media Advertising Analysis

  • Adult Home Care Tracking Product Development

  • Staff Surveys

  • Global Advertising Campaign

  • Broker Relationship Survey

  • Developing marketing materials for new products

  • Tourism Focus Groups

  • Sports Facility Survey

  • Compliance Mystery Shopping

  • Strategic Brand Development

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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