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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

  • Compliance Mystery Shopping

  • New Expert Information Product

  • Multi-national Usage & Attitude Survey

  • Developing marketing materials for new products

  • Prototype Evaluation

  • Satisfaction Survey (Housing)

  • Driving business growth

  • Service Delivery Mystery Shopping

  • Revitalising Existing Brand

  • Brand Image Research

  • Public Consultation - Waste

  • Mixed Media Advertising Analysis

  • Competitor Mystery Shopping

  • Trade-off Pricing Research

  • Brand Development & Product Screening

  • Understanding Customer Pricing

  • Marketing consultancy for direct insurance

  • Strategic Brand Development

  • Financial Brand Satisfaction Tracking

  • Audience Development Plan

  • Comms testing alongside NPD

  • Communication: New and existing financial products

  • Adult Home Care Tracking Product Development

  • Sentencers' Satisfaction Survey

  • International Competitor Mystery Shopping

  • Product Development using Ethnography

  • Luxury In-store Display

  • Engaging adults back into education

  • Staff Surveys

  • Sports Facility Survey

  • Development of the Direct Offering

  • Housing Scheme Test

  • Brand Development

  • Global Advertising Campaign

  • International Satisfaction & Development

  • Loyalty Scheme

  • Broker Relationship Survey

  • Reader Satisfaction

  • Plasterboard Packaging Research

  • Public Consultation - Council Tax

  • Understanding the Sales Journey Experience from both sides

  • Understanding the use of Temporary Labour

  • Help Desk Mystery Shopping

  • Visitor Survey

  • Understanding Local Business Needs

  • Tourism Focus Groups

  • Cathedral Visitor Survey

  • Understanding Attrition

  • Affinities Partner

  • Benchmarking Mystery Shopping

  • Website Development

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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