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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

  • Affinities Partner

  • Brand Image Research

  • Audience Development Plan

  • Help Desk Mystery Shopping

  • Satisfaction Survey (Housing)

  • Development of the Direct Offering

  • Adult Home Care Tracking Product Development

  • Reader Satisfaction

  • Understanding the Sales Journey Experience from both sides

  • Plasterboard Packaging Research

  • International Satisfaction & Development

  • Trade-off Pricing Research

  • Understanding Local Business Needs

  • Comms testing alongside NPD

  • Luxury In-store Display

  • Cathedral Visitor Survey

  • Understanding the use of Temporary Labour

  • Housing Scheme Test

  • Mixed Media Advertising Analysis

  • Tourism Focus Groups

  • Financial Brand Satisfaction Tracking

  • Understanding Attrition

  • Engaging adults back into education

  • Global Advertising Campaign

  • Multi-national Usage & Attitude Survey

  • Public Consultation - Council Tax

  • Brand Development

  • Marketing consultancy for direct insurance

  • International Competitor Mystery Shopping

  • Public Consultation - Waste

  • Compliance Mystery Shopping

  • Developing marketing materials for new products

  • Communication: New and existing financial products

  • Product Development using Ethnography

  • Prototype Evaluation

  • New Expert Information Product

  • Staff Surveys

  • Broker Relationship Survey

  • Competitor Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Service Delivery Mystery Shopping

  • Brand Development & Product Screening

  • Sports Facility Survey

  • Visitor Survey

  • Loyalty Scheme

  • Benchmarking Mystery Shopping

  • Revitalising Existing Brand

  • Understanding Customer Pricing

  • Website Development

  • Driving business growth

  • 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

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Contact us to discover how we can help your business today.

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