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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

  • Staff Surveys

  • Website Development

  • Adult Home Care Tracking Product Development

  • Brand Development & Product Screening

  • Cathedral Visitor Survey

  • Sentencers' Satisfaction Survey

  • New Expert Information Product

  • Development of the Direct Offering

  • Strategic Brand Development

  • Benchmarking Mystery Shopping

  • Luxury In-store Display

  • Revitalising Existing Brand

  • Comms testing alongside NPD

  • Understanding Attrition

  • Housing Scheme Test

  • Communication: New and existing financial products

  • Affinities Partner

  • Multi-national Usage & Attitude Survey

  • Audience Development Plan

  • Satisfaction Survey (Housing)

  • Financial Brand Satisfaction Tracking

  • Mixed Media Advertising Analysis

  • Driving business growth

  • Developing marketing materials for new products

  • Trade-off Pricing Research

  • Help Desk Mystery Shopping

  • Public Consultation - Council Tax

  • International Satisfaction & Development

  • Reader Satisfaction

  • Visitor Survey

  • Prototype Evaluation

  • Competitor Mystery Shopping

  • Global Advertising Campaign

  • Broker Relationship Survey

  • Engaging adults back into education

  • Understanding the Sales Journey Experience from both sides

  • Understanding Local Business Needs

  • Brand Development

  • Sports Facility Survey

  • Understanding the use of Temporary Labour

  • Loyalty Scheme

  • Compliance Mystery Shopping

  • Public Consultation - Waste

  • Understanding Customer Pricing

  • Brand Image Research

  • Tourism Focus Groups

  • International Competitor Mystery Shopping

  • Service Delivery Mystery Shopping

  • Product Development using Ethnography

  • Plasterboard Packaging Research

  • 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

Ready to find out more?

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

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