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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

  • Driving business growth

  • Global Advertising Campaign

  • Sentencers' Satisfaction Survey

  • Loyalty Scheme

  • Trade-off Pricing Research

  • Adult Home Care Tracking Product Development

  • Developing marketing materials for new products

  • Communication: New and existing financial products

  • New Expert Information Product

  • Affinities Partner

  • Audience Development Plan

  • Satisfaction Survey (Housing)

  • Service Delivery Mystery Shopping

  • Marketing consultancy for direct insurance

  • Understanding Local Business Needs

  • Engaging adults back into education

  • Broker Relationship Survey

  • Financial Brand Satisfaction Tracking

  • Development of the Direct Offering

  • Understanding the use of Temporary Labour

  • Understanding Customer Pricing

  • Multi-national Usage & Attitude Survey

  • Cathedral Visitor Survey

  • International Satisfaction & Development

  • Reader Satisfaction

  • Sports Facility Survey

  • Revitalising Existing Brand

  • Brand Image Research

  • Staff Surveys

  • Compliance Mystery Shopping

  • Comms testing alongside NPD

  • Understanding the Sales Journey Experience from both sides

  • Housing Scheme Test

  • Strategic Brand Development

  • Product Development using Ethnography

  • Visitor Survey

  • Benchmarking Mystery Shopping

  • Public Consultation - Council Tax

  • Mixed Media Advertising Analysis

  • Understanding Attrition

  • Competitor Mystery Shopping

  • International Competitor Mystery Shopping

  • Plasterboard Packaging Research

  • Luxury In-store Display

  • Brand Development

  • Help Desk Mystery Shopping

  • Prototype Evaluation

  • Website Development

  • Public Consultation - Waste

  • Brand Development & Product Screening

  • 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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