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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

  • Visitor Survey

  • Driving business growth

  • Revitalising Existing Brand

  • International Competitor Mystery Shopping

  • Understanding the Sales Journey Experience from both sides

  • Reader Satisfaction

  • Website Development

  • Sports Facility Survey

  • Prototype Evaluation

  • Compliance Mystery Shopping

  • Understanding Attrition

  • Housing Scheme Test

  • Benchmarking Mystery Shopping

  • Broker Relationship Survey

  • Satisfaction Survey (Housing)

  • Staff Surveys

  • Cathedral Visitor Survey

  • Tourism Focus Groups

  • Service Delivery Mystery Shopping

  • Loyalty Scheme

  • Affinities Partner

  • Audience Development Plan

  • Development of the Direct Offering

  • Public Consultation - Council Tax

  • Sentencers' Satisfaction Survey

  • Multi-national Usage & Attitude Survey

  • Competitor Mystery Shopping

  • Global Advertising Campaign

  • Trade-off Pricing Research

  • Understanding Local Business Needs

  • Understanding the use of Temporary Labour

  • International Satisfaction & Development

  • Brand Development

  • Public Consultation - Waste

  • Brand Image Research

  • Communication: New and existing financial products

  • Mixed Media Advertising Analysis

  • Adult Home Care Tracking Product Development

  • Luxury In-store Display

  • Help Desk Mystery Shopping

  • Developing marketing materials for new products

  • Understanding Customer Pricing

  • Brand Development & Product Screening

  • Marketing consultancy for direct insurance

  • Product Development using Ethnography

  • Comms testing alongside NPD

  • Plasterboard Packaging Research

  • New Expert Information Product

  • Financial Brand Satisfaction Tracking

  • Engaging adults back into education

  • 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

Ready to find out more?

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

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