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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

  • Engaging adults back into education

  • Compliance Mystery Shopping

  • Sports Facility Survey

  • Development of the Direct Offering

  • Understanding the Sales Journey Experience from both sides

  • Understanding the use of Temporary Labour

  • Understanding Customer Pricing

  • Competitor Mystery Shopping

  • Satisfaction Survey (Housing)

  • Financial Brand Satisfaction Tracking

  • Revitalising Existing Brand

  • Plasterboard Packaging Research

  • Brand Development & Product Screening

  • New Expert Information Product

  • Staff Surveys

  • Communication: New and existing financial products

  • Multi-national Usage & Attitude Survey

  • Product Development using Ethnography

  • Tourism Focus Groups

  • Brand Image Research

  • Understanding Local Business Needs

  • International Competitor Mystery Shopping

  • Housing Scheme Test

  • International Satisfaction & Development

  • Cathedral Visitor Survey

  • Broker Relationship Survey

  • Affinities Partner

  • Reader Satisfaction

  • Public Consultation - Waste

  • Prototype Evaluation

  • Driving business growth

  • Comms testing alongside NPD

  • Strategic Brand Development

  • Luxury In-store Display

  • Trade-off Pricing Research

  • Loyalty Scheme

  • Public Consultation - Council Tax

  • Website Development

  • Visitor Survey

  • Help Desk Mystery Shopping

  • Brand Development

  • Adult Home Care Tracking Product Development

  • Mixed Media Advertising Analysis

  • Benchmarking Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Service Delivery Mystery Shopping

  • Understanding Attrition

  • Marketing consultancy for direct insurance

  • Developing marketing materials for new products

  • Global Advertising Campaign

  • Audience Development Plan

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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