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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

  • Comms testing alongside NPD

  • Cathedral Visitor Survey

  • New Expert Information Product

  • Understanding the Sales Journey Experience from both sides

  • Development of the Direct Offering

  • Visitor Survey

  • Public Consultation - Council Tax

  • Sentencers' Satisfaction Survey

  • Service Delivery Mystery Shopping

  • Communication: New and existing financial products

  • Brand Development & Product Screening

  • Understanding Attrition

  • Understanding Local Business Needs

  • International Satisfaction & Development

  • Website Development

  • Understanding Customer Pricing

  • Revitalising Existing Brand

  • Reader Satisfaction

  • Loyalty Scheme

  • Benchmarking Mystery Shopping

  • Trade-off Pricing Research

  • Plasterboard Packaging Research

  • Help Desk Mystery Shopping

  • Engaging adults back into education

  • Housing Scheme Test

  • Adult Home Care Tracking Product Development

  • International Competitor Mystery Shopping

  • Brand Development

  • Financial Brand Satisfaction Tracking

  • Strategic Brand Development

  • Luxury In-store Display

  • Affinities Partner

  • Staff Surveys

  • Product Development using Ethnography

  • Public Consultation - Waste

  • Multi-national Usage & Attitude Survey

  • Brand Image Research

  • Sports Facility Survey

  • Global Advertising Campaign

  • Compliance Mystery Shopping

  • Competitor Mystery Shopping

  • Broker Relationship Survey

  • Marketing consultancy for direct insurance

  • Understanding the use of Temporary Labour

  • Satisfaction Survey (Housing)

  • Driving business growth

  • Mixed Media Advertising Analysis

  • Tourism Focus Groups

  • Prototype Evaluation

  • Audience Development Plan

  • Developing marketing materials for new products

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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