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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 Development & Product Screening

  • International Competitor Mystery Shopping

  • Product Development using Ethnography

  • Comms testing alongside NPD

  • Engaging adults back into education

  • Communication: New and existing financial products

  • Understanding Attrition

  • Understanding the use of Temporary Labour

  • Revitalising Existing Brand

  • Affinities Partner

  • Benchmarking Mystery Shopping

  • Website Development

  • Understanding the Sales Journey Experience from both sides

  • Developing marketing materials for new products

  • Strategic Brand Development

  • Tourism Focus Groups

  • Help Desk Mystery Shopping

  • Public Consultation - Waste

  • Global Advertising Campaign

  • Mixed Media Advertising Analysis

  • Public Consultation - Council Tax

  • Understanding Customer Pricing

  • Housing Scheme Test

  • Marketing consultancy for direct insurance

  • New Expert Information Product

  • Reader Satisfaction

  • Understanding Local Business Needs

  • Brand Development

  • Adult Home Care Tracking Product Development

  • International Satisfaction & Development

  • Visitor Survey

  • Satisfaction Survey (Housing)

  • Broker Relationship Survey

  • Compliance Mystery Shopping

  • Brand Image Research

  • Driving business growth

  • Multi-national Usage & Attitude Survey

  • Plasterboard Packaging Research

  • Staff Surveys

  • Cathedral Visitor Survey

  • Competitor Mystery Shopping

  • Sports Facility Survey

  • Sentencers' Satisfaction Survey

  • Development of the Direct Offering

  • Financial Brand Satisfaction Tracking

  • Loyalty Scheme

  • Prototype Evaluation

  • Trade-off Pricing Research

  • Audience Development Plan

  • Luxury In-store Display

  • Service Delivery 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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