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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

  • Website Development

  • Service Delivery Mystery Shopping

  • New Expert Information Product

  • Understanding the Sales Journey Experience from both sides

  • Compliance Mystery Shopping

  • Global Advertising Campaign

  • International Satisfaction & Development

  • Comms testing alongside NPD

  • Brand Development & Product Screening

  • Strategic Brand Development

  • Plasterboard Packaging Research

  • Communication: New and existing financial products

  • Understanding the use of Temporary Labour

  • Engaging adults back into education

  • Reader Satisfaction

  • Brand Image Research

  • Sentencers' Satisfaction Survey

  • Understanding Customer Pricing

  • Multi-national Usage & Attitude Survey

  • Sports Facility Survey

  • Financial Brand Satisfaction Tracking

  • Brand Development

  • Benchmarking Mystery Shopping

  • Luxury In-store Display

  • Affinities Partner

  • Trade-off Pricing Research

  • Public Consultation - Council Tax

  • Marketing consultancy for direct insurance

  • Satisfaction Survey (Housing)

  • Audience Development Plan

  • Tourism Focus Groups

  • Development of the Direct Offering

  • Understanding Attrition

  • Adult Home Care Tracking Product Development

  • Product Development using Ethnography

  • Visitor Survey

  • Help Desk Mystery Shopping

  • Staff Surveys

  • Cathedral Visitor Survey

  • Driving business growth

  • Competitor Mystery Shopping

  • Understanding Local Business Needs

  • Loyalty Scheme

  • Developing marketing materials for new products

  • Broker Relationship Survey

  • Revitalising Existing Brand

  • Public Consultation - Waste

  • Housing Scheme Test

  • International Competitor Mystery Shopping

  • Prototype Evaluation

  • Mixed Media Advertising Analysis

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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