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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

  • Help Desk Mystery Shopping

  • Strategic Brand Development

  • Mixed Media Advertising Analysis

  • Understanding Attrition

  • Competitor Mystery Shopping

  • Engaging adults back into education

  • Sentencers' Satisfaction Survey

  • Cathedral Visitor Survey

  • International Competitor Mystery Shopping

  • Brand Image Research

  • Staff Surveys

  • Understanding Customer Pricing

  • New Expert Information Product

  • Broker Relationship Survey

  • Satisfaction Survey (Housing)

  • Public Consultation - Council Tax

  • Plasterboard Packaging Research

  • Brand Development

  • Comms testing alongside NPD

  • International Satisfaction & Development

  • Financial Brand Satisfaction Tracking

  • Marketing consultancy for direct insurance

  • Benchmarking Mystery Shopping

  • Revitalising Existing Brand

  • Understanding the Sales Journey Experience from both sides

  • Compliance Mystery Shopping

  • Public Consultation - Waste

  • Luxury In-store Display

  • Reader Satisfaction

  • Trade-off Pricing Research

  • Affinities Partner

  • Developing marketing materials for new products

  • Service Delivery Mystery Shopping

  • Housing Scheme Test

  • Audience Development Plan

  • Communication: New and existing financial products

  • Prototype Evaluation

  • Loyalty Scheme

  • Understanding the use of Temporary Labour

  • Global Advertising Campaign

  • Visitor Survey

  • Adult Home Care Tracking Product Development

  • Driving business growth

  • Multi-national Usage & Attitude Survey

  • Tourism Focus Groups

  • Development of the Direct Offering

  • Product Development using Ethnography

  • Sports Facility Survey

  • Brand Development & Product Screening

  • Website Development

  • Understanding Local Business Needs

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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