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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

  • Service Delivery Mystery Shopping

  • Visitor Survey

  • Benchmarking Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Understanding Attrition

  • Adult Home Care Tracking Product Development

  • Revitalising Existing Brand

  • Development of the Direct Offering

  • Strategic Brand Development

  • Audience Development Plan

  • Satisfaction Survey (Housing)

  • Plasterboard Packaging Research

  • Luxury In-store Display

  • New Expert Information Product

  • Driving business growth

  • Affinities Partner

  • Website Development

  • Understanding the Sales Journey Experience from both sides

  • Understanding the use of Temporary Labour

  • Brand Image Research

  • Cathedral Visitor Survey

  • International Competitor Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Developing marketing materials for new products

  • International Satisfaction & Development

  • Global Advertising Campaign

  • Tourism Focus Groups

  • Loyalty Scheme

  • Staff Surveys

  • Marketing consultancy for direct insurance

  • Communication: New and existing financial products

  • Public Consultation - Waste

  • Trade-off Pricing Research

  • Reader Satisfaction

  • Broker Relationship Survey

  • Competitor Mystery Shopping

  • Product Development using Ethnography

  • Public Consultation - Council Tax

  • Sports Facility Survey

  • Engaging adults back into education

  • Prototype Evaluation

  • Help Desk Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Compliance Mystery Shopping

  • Brand Development

  • Housing Scheme Test

  • Mixed Media Advertising Analysis

  • Comms testing alongside NPD

  • Understanding Customer Pricing

  • Understanding Local Business Needs

  • Brand Development & Product Screening

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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