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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

  • Multi-national Usage & Attitude Survey

  • Cathedral Visitor Survey

  • Brand Development & Product Screening

  • Understanding the Sales Journey Experience from both sides

  • International Competitor Mystery Shopping

  • Help Desk Mystery Shopping

  • Luxury In-store Display

  • New Expert Information Product

  • Competitor Mystery Shopping

  • Understanding Local Business Needs

  • Strategic Brand Development

  • Understanding the use of Temporary Labour

  • Developing marketing materials for new products

  • Website Development

  • Development of the Direct Offering

  • Marketing consultancy for direct insurance

  • Mixed Media Advertising Analysis

  • Brand Image Research

  • Brand Development

  • Satisfaction Survey (Housing)

  • Compliance Mystery Shopping

  • Global Advertising Campaign

  • Engaging adults back into education

  • Loyalty Scheme

  • Staff Surveys

  • Benchmarking Mystery Shopping

  • Sports Facility Survey

  • Audience Development Plan

  • Affinities Partner

  • Understanding Attrition

  • Prototype Evaluation

  • Public Consultation - Council Tax

  • International Satisfaction & Development

  • Sentencers' Satisfaction Survey

  • Revitalising Existing Brand

  • Driving business growth

  • Tourism Focus Groups

  • Product Development using Ethnography

  • Reader Satisfaction

  • Visitor Survey

  • Broker Relationship Survey

  • Understanding Customer Pricing

  • Communication: New and existing financial products

  • Housing Scheme Test

  • Financial Brand Satisfaction Tracking

  • Public Consultation - Waste

  • Plasterboard Packaging Research

  • Adult Home Care Tracking Product Development

  • Trade-off Pricing Research

  • Service Delivery Mystery Shopping

  • Comms testing alongside NPD

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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