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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

  • Public Consultation - Waste

  • International Satisfaction & Development

  • Audience Development Plan

  • Affinities Partner

  • Adult Home Care Tracking Product Development

  • Marketing consultancy for direct insurance

  • Plasterboard Packaging Research

  • Comms testing alongside NPD

  • Cathedral Visitor Survey

  • Tourism Focus Groups

  • Product Development using Ethnography

  • Global Advertising Campaign

  • Understanding Customer Pricing

  • Understanding Local Business Needs

  • Help Desk Mystery Shopping

  • Service Delivery Mystery Shopping

  • Understanding Attrition

  • Communication: New and existing financial products

  • Multi-national Usage & Attitude Survey

  • Mixed Media Advertising Analysis

  • Development of the Direct Offering

  • Driving business growth

  • Sentencers' Satisfaction Survey

  • Luxury In-store Display

  • Compliance Mystery Shopping

  • Brand Development

  • Sports Facility Survey

  • Reader Satisfaction

  • Brand Development & Product Screening

  • Satisfaction Survey (Housing)

  • Financial Brand Satisfaction Tracking

  • Trade-off Pricing Research

  • Competitor Mystery Shopping

  • Engaging adults back into education

  • Website Development

  • Developing marketing materials for new products

  • Visitor Survey

  • Understanding the use of Temporary Labour

  • Public Consultation - Council Tax

  • Broker Relationship Survey

  • Strategic Brand Development

  • Revitalising Existing Brand

  • Housing Scheme Test

  • International Competitor Mystery Shopping

  • Understanding the Sales Journey Experience from both sides

  • Brand Image Research

  • Benchmarking Mystery Shopping

  • New Expert Information Product

  • Prototype Evaluation

  • Staff Surveys

  • Loyalty Scheme

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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