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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

  • Prototype Evaluation

  • Understanding the Sales Journey Experience from both sides

  • Developing marketing materials for new products

  • Comms testing alongside NPD

  • Understanding Attrition

  • Public Consultation - Council Tax

  • Product Development using Ethnography

  • Sentencers' Satisfaction Survey

  • Audience Development Plan

  • Plasterboard Packaging Research

  • Communication: New and existing financial products

  • Public Consultation - Waste

  • Help Desk Mystery Shopping

  • Website Development

  • Understanding Customer Pricing

  • Understanding the use of Temporary Labour

  • Visitor Survey

  • New Expert Information Product

  • Strategic Brand Development

  • Driving business growth

  • International Competitor Mystery Shopping

  • Mixed Media Advertising Analysis

  • Competitor Mystery Shopping

  • Satisfaction Survey (Housing)

  • Cathedral Visitor Survey

  • Broker Relationship Survey

  • International Satisfaction & Development

  • Multi-national Usage & Attitude Survey

  • Trade-off Pricing Research

  • Housing Scheme Test

  • Sports Facility Survey

  • Reader Satisfaction

  • Service Delivery Mystery Shopping

  • Global Advertising Campaign

  • Financial Brand Satisfaction Tracking

  • Brand Development & Product Screening

  • Affinities Partner

  • Adult Home Care Tracking Product Development

  • Staff Surveys

  • Luxury In-store Display

  • Brand Development

  • Development of the Direct Offering

  • Loyalty Scheme

  • Understanding Local Business Needs

  • Engaging adults back into education

  • Compliance Mystery Shopping

  • Tourism Focus Groups

  • Revitalising Existing Brand

  • Benchmarking Mystery Shopping

  • Marketing consultancy for direct insurance

  • Brand Image Research

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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