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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

  • Development of the Direct Offering

  • International Competitor Mystery Shopping

  • Visitor Survey

  • Loyalty Scheme

  • Reader Satisfaction

  • Public Consultation - Waste

  • Understanding the use of Temporary Labour

  • Cathedral Visitor Survey

  • Affinities Partner

  • Global Advertising Campaign

  • Benchmarking Mystery Shopping

  • Developing marketing materials for new products

  • Website Development

  • Financial Brand Satisfaction Tracking

  • New Expert Information Product

  • Communication: New and existing financial products

  • Satisfaction Survey (Housing)

  • Engaging adults back into education

  • Public Consultation - Council Tax

  • Staff Surveys

  • Understanding Customer Pricing

  • Driving business growth

  • Plasterboard Packaging Research

  • Broker Relationship Survey

  • International Satisfaction & Development

  • Marketing consultancy for direct insurance

  • Adult Home Care Tracking Product Development

  • Trade-off Pricing Research

  • Sentencers' Satisfaction Survey

  • Product Development using Ethnography

  • Competitor Mystery Shopping

  • Comms testing alongside NPD

  • Housing Scheme Test

  • Compliance Mystery Shopping

  • Service Delivery Mystery Shopping

  • Audience Development Plan

  • Strategic Brand Development

  • Mixed Media Advertising Analysis

  • Sports Facility Survey

  • Understanding Local Business Needs

  • Luxury In-store Display

  • Brand Development & Product Screening

  • Brand Image Research

  • Brand Development

  • Revitalising Existing Brand

  • Help Desk Mystery Shopping

  • Understanding the Sales Journey Experience from both sides

  • Prototype Evaluation

  • Multi-national Usage & Attitude Survey

  • Understanding Attrition

  • Tourism Focus Groups

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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