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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

  • Brand Development

  • Multi-national Usage & Attitude Survey

  • Product Development using Ethnography

  • Broker Relationship Survey

  • Reader Satisfaction

  • Website Development

  • Communication: New and existing financial products

  • International Competitor Mystery Shopping

  • Help Desk Mystery Shopping

  • Public Consultation - Council Tax

  • Brand Image Research

  • Comms testing alongside NPD

  • Global Advertising Campaign

  • Visitor Survey

  • Loyalty Scheme

  • Sentencers' Satisfaction Survey

  • Development of the Direct Offering

  • Adult Home Care Tracking Product Development

  • Cathedral Visitor Survey

  • Luxury In-store Display

  • Brand Development & Product Screening

  • Competitor Mystery Shopping

  • Sports Facility Survey

  • Public Consultation - Waste

  • Mixed Media Advertising Analysis

  • Prototype Evaluation

  • Understanding Local Business Needs

  • Affinities Partner

  • Service Delivery Mystery Shopping

  • Compliance Mystery Shopping

  • Understanding the use of Temporary Labour

  • Trade-off Pricing Research

  • Housing Scheme Test

  • Audience Development Plan

  • Plasterboard Packaging Research

  • Benchmarking Mystery Shopping

  • Understanding Customer Pricing

  • International Satisfaction & Development

  • Staff Surveys

  • Developing marketing materials for new products

  • Engaging adults back into education

  • New Expert Information Product

  • Tourism Focus Groups

  • Satisfaction Survey (Housing)

  • Marketing consultancy for direct insurance

  • Strategic Brand Development

  • Driving business growth

  • Understanding Attrition

  • Revitalising Existing Brand

  • Understanding the Sales Journey Experience from both sides

  • Financial Brand Satisfaction Tracking

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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