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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

  • Mixed Media Advertising Analysis

  • Brand Development & Product Screening

  • Understanding the Sales Journey Experience from both sides

  • Plasterboard Packaging Research

  • Understanding Attrition

  • Strategic Brand Development

  • New Expert Information Product

  • Audience Development Plan

  • Staff Surveys

  • Trade-off Pricing Research

  • Competitor Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Development of the Direct Offering

  • Tourism Focus Groups

  • International Satisfaction & Development

  • Visitor Survey

  • Housing Scheme Test

  • Developing marketing materials for new products

  • International Competitor Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Communication: New and existing financial products

  • Engaging adults back into education

  • Global Advertising Campaign

  • Benchmarking Mystery Shopping

  • Compliance Mystery Shopping

  • Public Consultation - Waste

  • Cathedral Visitor Survey

  • Driving business growth

  • Multi-national Usage & Attitude Survey

  • Marketing consultancy for direct insurance

  • Understanding Local Business Needs

  • Public Consultation - Council Tax

  • Affinities Partner

  • Help Desk Mystery Shopping

  • Service Delivery Mystery Shopping

  • Luxury In-store Display

  • Satisfaction Survey (Housing)

  • Brand Image Research

  • Revitalising Existing Brand

  • Broker Relationship Survey

  • Reader Satisfaction

  • Loyalty Scheme

  • Understanding Customer Pricing

  • Understanding the use of Temporary Labour

  • Product Development using Ethnography

  • Prototype Evaluation

  • Sports Facility Survey

  • Website Development

  • Comms testing alongside NPD

  • Brand Development

  • Sentencers' Satisfaction Survey

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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