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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

  • Tourism Focus Groups

  • Trade-off Pricing Research

  • Competitor Mystery Shopping

  • Staff Surveys

  • Adult Home Care Tracking Product Development

  • Global Advertising Campaign

  • Help Desk Mystery Shopping

  • Developing marketing materials for new products

  • Understanding Customer Pricing

  • Visitor Survey

  • Strategic Brand Development

  • Benchmarking Mystery Shopping

  • Mixed Media Advertising Analysis

  • Luxury In-store Display

  • Understanding Attrition

  • Engaging adults back into education

  • Public Consultation - Council Tax

  • Revitalising Existing Brand

  • Broker Relationship Survey

  • Driving business growth

  • Understanding the Sales Journey Experience from both sides

  • Brand Development

  • Satisfaction Survey (Housing)

  • Development of the Direct Offering

  • Multi-national Usage & Attitude Survey

  • Audience Development Plan

  • Service Delivery Mystery Shopping

  • Sports Facility Survey

  • Product Development using Ethnography

  • Prototype Evaluation

  • Cathedral Visitor Survey

  • Reader Satisfaction

  • Loyalty Scheme

  • Plasterboard Packaging Research

  • International Satisfaction & Development

  • Brand Development & Product Screening

  • Compliance Mystery Shopping

  • Communication: New and existing financial products

  • Affinities Partner

  • Financial Brand Satisfaction Tracking

  • Comms testing alongside NPD

  • Housing Scheme Test

  • International Competitor Mystery Shopping

  • Website Development

  • Sentencers' Satisfaction Survey

  • Understanding Local Business Needs

  • Understanding the use of Temporary Labour

  • Brand Image Research

  • Marketing consultancy for direct insurance

  • New Expert Information Product

  • Public Consultation - Waste

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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