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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

  • Cathedral Visitor Survey

  • Service Delivery Mystery Shopping

  • Brand Image Research

  • Public Consultation - Waste

  • Website Development

  • Visitor Survey

  • Loyalty Scheme

  • Reader Satisfaction

  • Compliance Mystery Shopping

  • Staff Surveys

  • Comms testing alongside NPD

  • New Expert Information Product

  • Marketing consultancy for direct insurance

  • Revitalising Existing Brand

  • Sports Facility Survey

  • Affinities Partner

  • Understanding the use of Temporary Labour

  • Satisfaction Survey (Housing)

  • Help Desk Mystery Shopping

  • Strategic Brand Development

  • Tourism Focus Groups

  • Public Consultation - Council Tax

  • Mixed Media Advertising Analysis

  • Understanding the Sales Journey Experience from both sides

  • Housing Scheme Test

  • Development of the Direct Offering

  • Product Development using Ethnography

  • International Competitor Mystery Shopping

  • Understanding Attrition

  • Sentencers' Satisfaction Survey

  • Brand Development & Product Screening

  • Plasterboard Packaging Research

  • Developing marketing materials for new products

  • Communication: New and existing financial products

  • International Satisfaction & Development

  • Driving business growth

  • Competitor Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Understanding Local Business Needs

  • Brand Development

  • Benchmarking Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Prototype Evaluation

  • Luxury In-store Display

  • Audience Development Plan

  • Trade-off Pricing Research

  • Broker Relationship Survey

  • Understanding Customer Pricing

  • Engaging adults back into education

  • Adult Home Care Tracking Product Development

  • Global Advertising Campaign

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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