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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

  • Communication: New and existing financial products

  • Loyalty Scheme

  • International Satisfaction & Development

  • Brand Development & Product Screening

  • Development of the Direct Offering

  • Audience Development Plan

  • Compliance Mystery Shopping

  • Understanding the Sales Journey Experience from both sides

  • Public Consultation - Council Tax

  • Sentencers' Satisfaction Survey

  • Help Desk Mystery Shopping

  • Brand Image Research

  • Service Delivery Mystery Shopping

  • Reader Satisfaction

  • Staff Surveys

  • International Competitor Mystery Shopping

  • Strategic Brand Development

  • Competitor Mystery Shopping

  • Cathedral Visitor Survey

  • Global Advertising Campaign

  • Engaging adults back into education

  • Tourism Focus Groups

  • Understanding Attrition

  • Mixed Media Advertising Analysis

  • Affinities Partner

  • Understanding Local Business Needs

  • Benchmarking Mystery Shopping

  • Trade-off Pricing Research

  • Sports Facility Survey

  • Multi-national Usage & Attitude Survey

  • Broker Relationship Survey

  • Housing Scheme Test

  • Adult Home Care Tracking Product Development

  • Understanding Customer Pricing

  • Driving business growth

  • Developing marketing materials for new products

  • Website Development

  • New Expert Information Product

  • Understanding the use of Temporary Labour

  • Public Consultation - Waste

  • Brand Development

  • Comms testing alongside NPD

  • Financial Brand Satisfaction Tracking

  • Plasterboard Packaging Research

  • Visitor Survey

  • Product Development using Ethnography

  • Luxury In-store Display

  • Satisfaction Survey (Housing)

  • Revitalising Existing Brand

  • Prototype Evaluation

  • Marketing consultancy for direct insurance

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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