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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

  • Competitor Mystery Shopping

  • New Expert Information Product

  • Brand Development

  • Developing marketing materials for new products

  • Benchmarking Mystery Shopping

  • Plasterboard Packaging Research

  • Cathedral Visitor Survey

  • Financial Brand Satisfaction Tracking

  • Global Advertising Campaign

  • Visitor Survey

  • Multi-national Usage & Attitude Survey

  • Reader Satisfaction

  • Staff Surveys

  • Broker Relationship Survey

  • Service Delivery Mystery Shopping

  • Strategic Brand Development

  • Help Desk Mystery Shopping

  • Understanding Customer Pricing

  • Communication: New and existing financial products

  • Understanding the Sales Journey Experience from both sides

  • Public Consultation - Waste

  • Compliance Mystery Shopping

  • Understanding Attrition

  • International Satisfaction & Development

  • Brand Image Research

  • Trade-off Pricing Research

  • Driving business growth

  • Affinities Partner

  • Prototype Evaluation

  • Understanding Local Business Needs

  • Audience Development Plan

  • Tourism Focus Groups

  • International Competitor Mystery Shopping

  • Development of the Direct Offering

  • Sentencers' Satisfaction Survey

  • Satisfaction Survey (Housing)

  • Revitalising Existing Brand

  • Housing Scheme Test

  • Loyalty Scheme

  • Adult Home Care Tracking Product Development

  • Public Consultation - Council Tax

  • Understanding the use of Temporary Labour

  • Sports Facility Survey

  • Comms testing alongside NPD

  • Luxury In-store Display

  • Mixed Media Advertising Analysis

  • Product Development using Ethnography

  • Website Development

  • Marketing consultancy for direct insurance

  • Brand Development & Product Screening

  • Engaging adults back into education

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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