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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

  • Comms testing alongside NPD

  • Staff Surveys

  • Understanding the Sales Journey Experience from both sides

  • Understanding Local Business Needs

  • Mixed Media Advertising Analysis

  • International Satisfaction & Development

  • Loyalty Scheme

  • Developing marketing materials for new products

  • Broker Relationship Survey

  • Benchmarking Mystery Shopping

  • New Expert Information Product

  • Service Delivery Mystery Shopping

  • Reader Satisfaction

  • Luxury In-store Display

  • Global Advertising Campaign

  • Compliance Mystery Shopping

  • Housing Scheme Test

  • Strategic Brand Development

  • Satisfaction Survey (Housing)

  • Sports Facility Survey

  • Adult Home Care Tracking Product Development

  • Brand Image Research

  • Affinities Partner

  • Marketing consultancy for direct insurance

  • Driving business growth

  • Financial Brand Satisfaction Tracking

  • Plasterboard Packaging Research

  • Product Development using Ethnography

  • Sentencers' Satisfaction Survey

  • Competitor Mystery Shopping

  • Public Consultation - Council Tax

  • Tourism Focus Groups

  • Brand Development

  • Help Desk Mystery Shopping

  • International Competitor Mystery Shopping

  • Brand Development & Product Screening

  • Engaging adults back into education

  • Revitalising Existing Brand

  • Audience Development Plan

  • Development of the Direct Offering

  • Public Consultation - Waste

  • Trade-off Pricing Research

  • Communication: New and existing financial products

  • Understanding Attrition

  • Understanding Customer Pricing

  • Website Development

  • Understanding the use of Temporary Labour

  • Visitor Survey

  • Cathedral Visitor Survey

  • Multi-national Usage & Attitude Survey

  • Prototype Evaluation

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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