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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

  • International Competitor Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Loyalty Scheme

  • Public Consultation - Waste

  • Brand Development & Product Screening

  • Staff Surveys

  • Adult Home Care Tracking Product Development

  • Understanding the Sales Journey Experience from both sides

  • Cathedral Visitor Survey

  • Help Desk Mystery Shopping

  • Prototype Evaluation

  • Benchmarking Mystery Shopping

  • Understanding Attrition

  • Understanding Local Business Needs

  • Trade-off Pricing Research

  • Broker Relationship Survey

  • International Satisfaction & Development

  • Public Consultation - Council Tax

  • Visitor Survey

  • Financial Brand Satisfaction Tracking

  • Brand Development

  • Communication: New and existing financial products

  • Development of the Direct Offering

  • Mixed Media Advertising Analysis

  • Compliance Mystery Shopping

  • Engaging adults back into education

  • Sentencers' Satisfaction Survey

  • Luxury In-store Display

  • Housing Scheme Test

  • Global Advertising Campaign

  • Strategic Brand Development

  • Tourism Focus Groups

  • Understanding Customer Pricing

  • New Expert Information Product

  • Marketing consultancy for direct insurance

  • Driving business growth

  • Developing marketing materials for new products

  • Comms testing alongside NPD

  • Satisfaction Survey (Housing)

  • Understanding the use of Temporary Labour

  • Affinities Partner

  • Plasterboard Packaging Research

  • Service Delivery Mystery Shopping

  • Website Development

  • Product Development using Ethnography

  • Reader Satisfaction

  • Revitalising Existing Brand

  • Competitor Mystery Shopping

  • Sports Facility Survey

  • Brand Image Research

  • Audience Development Plan

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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