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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

  • Prototype Evaluation

  • Mixed Media Advertising Analysis

  • Comms testing alongside NPD

  • Satisfaction Survey (Housing)

  • Help Desk Mystery Shopping

  • International Satisfaction & Development

  • Brand Development & Product Screening

  • Brand Development

  • Financial Brand Satisfaction Tracking

  • Understanding Attrition

  • Audience Development Plan

  • Visitor Survey

  • Global Advertising Campaign

  • Understanding the use of Temporary Labour

  • Product Development using Ethnography

  • Sentencers' Satisfaction Survey

  • Benchmarking Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Loyalty Scheme

  • Competitor Mystery Shopping

  • Public Consultation - Waste

  • Brand Image Research

  • Public Consultation - Council Tax

  • Marketing consultancy for direct insurance

  • Compliance Mystery Shopping

  • Strategic Brand Development

  • Trade-off Pricing Research

  • Service Delivery Mystery Shopping

  • Driving business growth

  • Communication: New and existing financial products

  • Luxury In-store Display

  • Engaging adults back into education

  • Cathedral Visitor Survey

  • Development of the Direct Offering

  • Multi-national Usage & Attitude Survey

  • Understanding the Sales Journey Experience from both sides

  • Sports Facility Survey

  • Understanding Local Business Needs

  • Understanding Customer Pricing

  • Plasterboard Packaging Research

  • Housing Scheme Test

  • Website Development

  • Tourism Focus Groups

  • Broker Relationship Survey

  • Revitalising Existing Brand

  • New Expert Information Product

  • Staff Surveys

  • Reader Satisfaction

  • Affinities Partner

  • Developing marketing materials for new products

  • International Competitor Mystery Shopping

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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