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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

  • Understanding Customer Pricing

  • Marketing consultancy for direct insurance

  • Audience Development Plan

  • International Competitor Mystery Shopping

  • Tourism Focus Groups

  • Plasterboard Packaging Research

  • Brand Development

  • Strategic Brand Development

  • Product Development using Ethnography

  • Broker Relationship Survey

  • Multi-national Usage & Attitude Survey

  • Reader Satisfaction

  • Public Consultation - Council Tax

  • Comms testing alongside NPD

  • Engaging adults back into education

  • Development of the Direct Offering

  • Compliance Mystery Shopping

  • Developing marketing materials for new products

  • Understanding the use of Temporary Labour

  • Brand Image Research

  • Competitor Mystery Shopping

  • Revitalising Existing Brand

  • Help Desk Mystery Shopping

  • Understanding Attrition

  • International Satisfaction & Development

  • Understanding Local Business Needs

  • New Expert Information Product

  • Loyalty Scheme

  • Mixed Media Advertising Analysis

  • Staff Surveys

  • Luxury In-store Display

  • Prototype Evaluation

  • Visitor Survey

  • Adult Home Care Tracking Product Development

  • Housing Scheme Test

  • Public Consultation - Waste

  • Brand Development & Product Screening

  • Understanding the Sales Journey Experience from both sides

  • Website Development

  • Trade-off Pricing Research

  • Cathedral Visitor Survey

  • Sports Facility Survey

  • Service Delivery Mystery Shopping

  • Global Advertising Campaign

  • Affinities Partner

  • Financial Brand Satisfaction Tracking

  • Sentencers' Satisfaction Survey

  • Communication: New and existing financial products

  • Satisfaction Survey (Housing)

  • Driving business growth

  • Benchmarking Mystery Shopping

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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