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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

  • Help Desk Mystery Shopping

  • Competitor Mystery Shopping

  • Comms testing alongside NPD

  • Driving business growth

  • Sentencers' Satisfaction Survey

  • Sports Facility Survey

  • Engaging adults back into education

  • Benchmarking Mystery Shopping

  • Development of the Direct Offering

  • Housing Scheme Test

  • Prototype Evaluation

  • Understanding Customer Pricing

  • Understanding the Sales Journey Experience from both sides

  • Global Advertising Campaign

  • Brand Development

  • Revitalising Existing Brand

  • New Expert Information Product

  • Public Consultation - Waste

  • International Competitor Mystery Shopping

  • Mixed Media Advertising Analysis

  • Satisfaction Survey (Housing)

  • Understanding the use of Temporary Labour

  • Brand Image Research

  • Compliance Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Adult Home Care Tracking Product Development

  • Affinities Partner

  • Brand Development & Product Screening

  • Public Consultation - Council Tax

  • Understanding Local Business Needs

  • Marketing consultancy for direct insurance

  • Trade-off Pricing Research

  • Cathedral Visitor Survey

  • Strategic Brand Development

  • Developing marketing materials for new products

  • Staff Surveys

  • Broker Relationship Survey

  • Luxury In-store Display

  • Reader Satisfaction

  • Plasterboard Packaging Research

  • International Satisfaction & Development

  • Product Development using Ethnography

  • Multi-national Usage & Attitude Survey

  • Website Development

  • Service Delivery Mystery Shopping

  • Communication: New and existing financial products

  • Loyalty Scheme

  • Understanding Attrition

  • Visitor Survey

  • Audience Development Plan

  • 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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