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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 Image Research

  • Sports Facility Survey

  • New Expert Information Product

  • Prototype Evaluation

  • Sentencers' Satisfaction Survey

  • Visitor Survey

  • Help Desk Mystery Shopping

  • Strategic Brand Development

  • Reader Satisfaction

  • Loyalty Scheme

  • Mixed Media Advertising Analysis

  • Service Delivery Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Understanding Local Business Needs

  • Housing Scheme Test

  • Staff Surveys

  • Global Advertising Campaign

  • Development of the Direct Offering

  • Public Consultation - Waste

  • Tourism Focus Groups

  • Broker Relationship Survey

  • Adult Home Care Tracking Product Development

  • Understanding Customer Pricing

  • Satisfaction Survey (Housing)

  • Engaging adults back into education

  • Understanding the use of Temporary Labour

  • Brand Development & Product Screening

  • Communication: New and existing financial products

  • Brand Development

  • Multi-national Usage & Attitude Survey

  • Competitor Mystery Shopping

  • International Satisfaction & Development

  • Audience Development Plan

  • Luxury In-store Display

  • Understanding Attrition

  • Compliance Mystery Shopping

  • Driving business growth

  • Developing marketing materials for new products

  • Product Development using Ethnography

  • International Competitor Mystery Shopping

  • Cathedral Visitor Survey

  • Revitalising Existing Brand

  • Public Consultation - Council Tax

  • Comms testing alongside NPD

  • Trade-off Pricing Research

  • Affinities Partner

  • Website Development

  • Understanding the Sales Journey Experience from both sides

  • Plasterboard Packaging Research

  • Marketing consultancy for direct insurance

  • Benchmarking Mystery Shopping

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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