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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

  • Sports Facility Survey

  • International Competitor Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Affinities Partner

  • Reader Satisfaction

  • Brand Development & Product Screening

  • Understanding Customer Pricing

  • Staff Surveys

  • Compliance Mystery Shopping

  • Marketing consultancy for direct insurance

  • Engaging adults back into education

  • Visitor Survey

  • Brand Development

  • Brand Image Research

  • International Satisfaction & Development

  • Broker Relationship Survey

  • Sentencers' Satisfaction Survey

  • Understanding the use of Temporary Labour

  • Benchmarking Mystery Shopping

  • Luxury In-store Display

  • Revitalising Existing Brand

  • Global Advertising Campaign

  • Driving business growth

  • Competitor Mystery Shopping

  • Website Development

  • Help Desk Mystery Shopping

  • New Expert Information Product

  • Financial Brand Satisfaction Tracking

  • Cathedral Visitor Survey

  • Loyalty Scheme

  • Developing marketing materials for new products

  • Public Consultation - Council Tax

  • Audience Development Plan

  • Tourism Focus Groups

  • Understanding Attrition

  • Strategic Brand Development

  • Trade-off Pricing Research

  • Prototype Evaluation

  • Service Delivery Mystery Shopping

  • Public Consultation - Waste

  • Development of the Direct Offering

  • Understanding the Sales Journey Experience from both sides

  • Plasterboard Packaging Research

  • Satisfaction Survey (Housing)

  • Multi-national Usage & Attitude Survey

  • Communication: New and existing financial products

  • Mixed Media Advertising Analysis

  • Comms testing alongside NPD

  • Understanding Local Business Needs

  • Housing Scheme Test

  • Product Development using Ethnography

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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