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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

  • Communication: New and existing financial products

  • Help Desk Mystery Shopping

  • Public Consultation - Waste

  • Audience Development Plan

  • Brand Development

  • Multi-national Usage & Attitude Survey

  • Mixed Media Advertising Analysis

  • Cathedral Visitor Survey

  • Benchmarking Mystery Shopping

  • Broker Relationship Survey

  • Sentencers' Satisfaction Survey

  • International Satisfaction & Development

  • Plasterboard Packaging Research

  • Visitor Survey

  • Luxury In-store Display

  • Global Advertising Campaign

  • Brand Development & Product Screening

  • Understanding the Sales Journey Experience from both sides

  • Strategic Brand Development

  • Public Consultation - Council Tax

  • Development of the Direct Offering

  • Affinities Partner

  • Adult Home Care Tracking Product Development

  • Engaging adults back into education

  • Housing Scheme Test

  • Comms testing alongside NPD

  • Understanding Local Business Needs

  • Satisfaction Survey (Housing)

  • Marketing consultancy for direct insurance

  • Developing marketing materials for new products

  • Understanding Customer Pricing

  • Service Delivery Mystery Shopping

  • Tourism Focus Groups

  • International Competitor Mystery Shopping

  • Prototype Evaluation

  • Loyalty Scheme

  • Understanding the use of Temporary Labour

  • Product Development using Ethnography

  • Website Development

  • Driving business growth

  • Competitor Mystery Shopping

  • Compliance Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • New Expert Information Product

  • Trade-off Pricing Research

  • Staff Surveys

  • Brand Image Research

  • Sports Facility Survey

  • Revitalising Existing Brand

  • Understanding Attrition

  • Reader Satisfaction

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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