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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

  • Financial Brand Satisfaction Tracking

  • Cathedral Visitor Survey

  • Prototype Evaluation

  • Global Advertising Campaign

  • Housing Scheme Test

  • Strategic Brand Development

  • Competitor Mystery Shopping

  • Brand Development & Product Screening

  • Public Consultation - Council Tax

  • Trade-off Pricing Research

  • Staff Surveys

  • Understanding the Sales Journey Experience from both sides

  • Loyalty Scheme

  • Website Development

  • Engaging adults back into education

  • Multi-national Usage & Attitude Survey

  • Audience Development Plan

  • Understanding Local Business Needs

  • Brand Development

  • Development of the Direct Offering

  • Revitalising Existing Brand

  • Communication: New and existing financial products

  • International Competitor Mystery Shopping

  • Understanding Attrition

  • Product Development using Ethnography

  • Compliance Mystery Shopping

  • Broker Relationship Survey

  • Driving business growth

  • Developing marketing materials for new products

  • New Expert Information Product

  • Help Desk Mystery Shopping

  • Service Delivery Mystery Shopping

  • Luxury In-store Display

  • Sentencers' Satisfaction Survey

  • Tourism Focus Groups

  • Visitor Survey

  • International Satisfaction & Development

  • Marketing consultancy for direct insurance

  • Understanding the use of Temporary Labour

  • Mixed Media Advertising Analysis

  • Sports Facility Survey

  • Brand Image Research

  • Understanding Customer Pricing

  • Satisfaction Survey (Housing)

  • Plasterboard Packaging Research

  • Comms testing alongside NPD

  • Reader Satisfaction

  • Affinities Partner

  • Adult Home Care Tracking Product Development

  • Public Consultation - Waste

  • Benchmarking Mystery Shopping

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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