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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

  • Global Advertising Campaign

  • Understanding Customer Pricing

  • Comms testing alongside NPD

  • Service Delivery Mystery Shopping

  • Affinities Partner

  • Prototype Evaluation

  • Luxury In-store Display

  • Multi-national Usage & Attitude Survey

  • Understanding Attrition

  • Understanding the Sales Journey Experience from both sides

  • Understanding Local Business Needs

  • Revitalising Existing Brand

  • Development of the Direct Offering

  • Product Development using Ethnography

  • Satisfaction Survey (Housing)

  • Sentencers' Satisfaction Survey

  • Tourism Focus Groups

  • Driving business growth

  • Trade-off Pricing Research

  • International Competitor Mystery Shopping

  • Brand Development

  • Sports Facility Survey

  • Communication: New and existing financial products

  • Engaging adults back into education

  • Financial Brand Satisfaction Tracking

  • Reader Satisfaction

  • Visitor Survey

  • Broker Relationship Survey

  • Brand Image Research

  • International Satisfaction & Development

  • Housing Scheme Test

  • Help Desk Mystery Shopping

  • Loyalty Scheme

  • Developing marketing materials for new products

  • Benchmarking Mystery Shopping

  • Audience Development Plan

  • Compliance Mystery Shopping

  • Plasterboard Packaging Research

  • Staff Surveys

  • Understanding the use of Temporary Labour

  • Adult Home Care Tracking Product Development

  • Competitor Mystery Shopping

  • Brand Development & Product Screening

  • Cathedral Visitor Survey

  • Public Consultation - Waste

  • Marketing consultancy for direct insurance

  • Mixed Media Advertising Analysis

  • New Expert Information Product

  • Strategic Brand Development

  • Website Development

  • Public Consultation - Council Tax

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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