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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

  • Housing Scheme Test

  • Website Development

  • Revitalising Existing Brand

  • Plasterboard Packaging Research

  • Engaging adults back into education

  • International Satisfaction & Development

  • Understanding Attrition

  • Brand Development & Product Screening

  • Competitor Mystery Shopping

  • Marketing consultancy for direct insurance

  • Tourism Focus Groups

  • Communication: New and existing financial products

  • Staff Surveys

  • Brand Image Research

  • Compliance Mystery Shopping

  • Driving business growth

  • Understanding the use of Temporary Labour

  • Visitor Survey

  • Service Delivery Mystery Shopping

  • Developing marketing materials for new products

  • Mixed Media Advertising Analysis

  • Multi-national Usage & Attitude Survey

  • Comms testing alongside NPD

  • Reader Satisfaction

  • Trade-off Pricing Research

  • Affinities Partner

  • Benchmarking Mystery Shopping

  • New Expert Information Product

  • Public Consultation - Waste

  • Sentencers' Satisfaction Survey

  • Brand Development

  • Understanding the Sales Journey Experience from both sides

  • Audience Development Plan

  • Public Consultation - Council Tax

  • Cathedral Visitor Survey

  • Sports Facility Survey

  • Adult Home Care Tracking Product Development

  • Help Desk Mystery Shopping

  • Prototype Evaluation

  • Loyalty Scheme

  • International Competitor Mystery Shopping

  • Strategic Brand Development

  • Understanding Local Business Needs

  • Financial Brand Satisfaction Tracking

  • Luxury In-store Display

  • Broker Relationship Survey

  • Development of the Direct Offering

  • Product Development using Ethnography

  • Global Advertising Campaign

  • Satisfaction Survey (Housing)

  • Understanding Customer Pricing

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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