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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

  • International Satisfaction & Development

  • Public Consultation - Waste

  • Competitor Mystery Shopping

  • Development of the Direct Offering

  • Multi-national Usage & Attitude Survey

  • Understanding the Sales Journey Experience from both sides

  • Driving business growth

  • Brand Development & Product Screening

  • Developing marketing materials for new products

  • Revitalising Existing Brand

  • Understanding the use of Temporary Labour

  • Staff Surveys

  • Adult Home Care Tracking Product Development

  • Compliance Mystery Shopping

  • Audience Development Plan

  • Prototype Evaluation

  • Website Development

  • Cathedral Visitor Survey

  • Trade-off Pricing Research

  • Comms testing alongside NPD

  • Communication: New and existing financial products

  • Product Development using Ethnography

  • Financial Brand Satisfaction Tracking

  • Marketing consultancy for direct insurance

  • Plasterboard Packaging Research

  • Housing Scheme Test

  • Brand Image Research

  • New Expert Information Product

  • Strategic Brand Development

  • Help Desk Mystery Shopping

  • Brand Development

  • Loyalty Scheme

  • Tourism Focus Groups

  • Understanding Customer Pricing

  • Sports Facility Survey

  • International Competitor Mystery Shopping

  • Benchmarking Mystery Shopping

  • Mixed Media Advertising Analysis

  • Visitor Survey

  • Understanding Attrition

  • Reader Satisfaction

  • Public Consultation - Council Tax

  • Broker Relationship Survey

  • Satisfaction Survey (Housing)

  • Affinities Partner

  • Understanding Local Business Needs

  • Luxury In-store Display

  • Service Delivery Mystery Shopping

  • Global Advertising Campaign

  • Engaging adults back into education

  • Sentencers' Satisfaction Survey

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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