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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

  • Sentencers' Satisfaction Survey

  • Visitor Survey

  • Website Development

  • Mixed Media Advertising Analysis

  • Strategic Brand Development

  • Loyalty Scheme

  • Affinities Partner

  • Understanding the Sales Journey Experience from both sides

  • Broker Relationship Survey

  • Brand Image Research

  • Developing marketing materials for new products

  • Sports Facility Survey

  • Understanding Local Business Needs

  • Trade-off Pricing Research

  • Global Advertising Campaign

  • Prototype Evaluation

  • Benchmarking Mystery Shopping

  • Comms testing alongside NPD

  • Reader Satisfaction

  • International Satisfaction & Development

  • Development of the Direct Offering

  • Satisfaction Survey (Housing)

  • Housing Scheme Test

  • Understanding Attrition

  • Engaging adults back into education

  • New Expert Information Product

  • Service Delivery Mystery Shopping

  • Luxury In-store Display

  • Marketing consultancy for direct insurance

  • Tourism Focus Groups

  • Plasterboard Packaging Research

  • Understanding Customer Pricing

  • International Competitor Mystery Shopping

  • Compliance Mystery Shopping

  • Public Consultation - Council Tax

  • Brand Development

  • Multi-national Usage & Attitude Survey

  • Revitalising Existing Brand

  • Product Development using Ethnography

  • Adult Home Care Tracking Product Development

  • Staff Surveys

  • Public Consultation - Waste

  • Competitor Mystery Shopping

  • Understanding the use of Temporary Labour

  • Audience Development Plan

  • Driving business growth

  • Help Desk Mystery Shopping

  • Brand Development & Product Screening

  • Financial Brand Satisfaction Tracking

  • Cathedral Visitor Survey

  • Communication: New and existing financial products

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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