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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

  • Reader Satisfaction

  • Compliance Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Understanding Local Business Needs

  • Adult Home Care Tracking Product Development

  • Global Advertising Campaign

  • Communication: New and existing financial products

  • Financial Brand Satisfaction Tracking

  • Strategic Brand Development

  • Product Development using Ethnography

  • Engaging adults back into education

  • Plasterboard Packaging Research

  • Mixed Media Advertising Analysis

  • Visitor Survey

  • Staff Surveys

  • Understanding Customer Pricing

  • Competitor Mystery Shopping

  • Audience Development Plan

  • Housing Scheme Test

  • Understanding Attrition

  • Website Development

  • Tourism Focus Groups

  • Public Consultation - Council Tax

  • Luxury In-store Display

  • Brand Development & Product Screening

  • Satisfaction Survey (Housing)

  • International Satisfaction & Development

  • Service Delivery Mystery Shopping

  • Loyalty Scheme

  • Marketing consultancy for direct insurance

  • Cathedral Visitor Survey

  • Affinities Partner

  • Sentencers' Satisfaction Survey

  • Developing marketing materials for new products

  • International Competitor Mystery Shopping

  • New Expert Information Product

  • Comms testing alongside NPD

  • Public Consultation - Waste

  • Development of the Direct Offering

  • Driving business growth

  • Benchmarking Mystery Shopping

  • Trade-off Pricing Research

  • Understanding the Sales Journey Experience from both sides

  • Revitalising Existing Brand

  • Brand Image Research

  • Brand Development

  • Sports Facility Survey

  • Understanding the use of Temporary Labour

  • Broker Relationship Survey

  • Help Desk Mystery Shopping

  • Prototype Evaluation

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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