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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

  • Mixed Media Advertising Analysis

  • Communication: New and existing financial products

  • Engaging adults back into education

  • Product Development using Ethnography

  • Sentencers' Satisfaction Survey

  • Understanding Attrition

  • Reader Satisfaction

  • Development of the Direct Offering

  • Brand Image Research

  • Understanding the use of Temporary Labour

  • Loyalty Scheme

  • Multi-national Usage & Attitude Survey

  • Understanding Local Business Needs

  • Plasterboard Packaging Research

  • Public Consultation - Waste

  • Financial Brand Satisfaction Tracking

  • Staff Surveys

  • Sports Facility Survey

  • Strategic Brand Development

  • Benchmarking Mystery Shopping

  • Website Development

  • Cathedral Visitor Survey

  • Help Desk Mystery Shopping

  • Marketing consultancy for direct insurance

  • Broker Relationship Survey

  • Public Consultation - Council Tax

  • Housing Scheme Test

  • Driving business growth

  • Understanding the Sales Journey Experience from both sides

  • Affinities Partner

  • Comms testing alongside NPD

  • Global Advertising Campaign

  • New Expert Information Product

  • Understanding Customer Pricing

  • Competitor Mystery Shopping

  • Visitor Survey

  • International Competitor Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Service Delivery Mystery Shopping

  • Revitalising Existing Brand

  • Brand Development

  • Compliance Mystery Shopping

  • Audience Development Plan

  • International Satisfaction & Development

  • Tourism Focus Groups

  • Prototype Evaluation

  • Trade-off Pricing Research

  • Satisfaction Survey (Housing)

  • Brand Development & Product Screening

  • Developing marketing materials for new products

  • Luxury In-store Display

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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