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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

  • Public Consultation - Waste

  • Competitor Mystery Shopping

  • Affinities Partner

  • Development of the Direct Offering

  • Understanding Customer Pricing

  • Prototype Evaluation

  • International Satisfaction & Development

  • Understanding the Sales Journey Experience from both sides

  • New Expert Information Product

  • Understanding Attrition

  • Trade-off Pricing Research

  • Loyalty Scheme

  • Tourism Focus Groups

  • Financial Brand Satisfaction Tracking

  • Plasterboard Packaging Research

  • Help Desk Mystery Shopping

  • Compliance Mystery Shopping

  • Housing Scheme Test

  • Cathedral Visitor Survey

  • Mixed Media Advertising Analysis

  • Understanding the use of Temporary Labour

  • Visitor Survey

  • Service Delivery Mystery Shopping

  • Brand Development

  • Reader Satisfaction

  • Product Development using Ethnography

  • Brand Development & Product Screening

  • Strategic Brand Development

  • Revitalising Existing Brand

  • Luxury In-store Display

  • Marketing consultancy for direct insurance

  • International Competitor Mystery Shopping

  • Benchmarking Mystery Shopping

  • Driving business growth

  • Sentencers' Satisfaction Survey

  • Website Development

  • Adult Home Care Tracking Product Development

  • Satisfaction Survey (Housing)

  • Broker Relationship Survey

  • Audience Development Plan

  • Understanding Local Business Needs

  • Sports Facility Survey

  • Engaging adults back into education

  • Communication: New and existing financial products

  • Developing marketing materials for new products

  • Brand Image Research

  • Public Consultation - Council Tax

  • Comms testing alongside NPD

  • Multi-national Usage & Attitude Survey

  • Global Advertising Campaign

  • Staff Surveys

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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