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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

  • Website Development

  • Developing marketing materials for new products

  • Engaging adults back into education

  • Understanding Customer Pricing

  • Product Development using Ethnography

  • Public Consultation - Waste

  • Luxury In-store Display

  • Strategic Brand Development

  • Benchmarking Mystery Shopping

  • Public Consultation - Council Tax

  • Help Desk Mystery Shopping

  • Understanding the use of Temporary Labour

  • Satisfaction Survey (Housing)

  • Brand Image Research

  • Financial Brand Satisfaction Tracking

  • Affinities Partner

  • Tourism Focus Groups

  • International Competitor Mystery Shopping

  • Communication: New and existing financial products

  • Compliance Mystery Shopping

  • Sports Facility Survey

  • Service Delivery Mystery Shopping

  • Housing Scheme Test

  • Broker Relationship Survey

  • New Expert Information Product

  • Reader Satisfaction

  • Multi-national Usage & Attitude Survey

  • Mixed Media Advertising Analysis

  • Sentencers' Satisfaction Survey

  • Revitalising Existing Brand

  • Understanding Attrition

  • Driving business growth

  • Staff Surveys

  • Prototype Evaluation

  • Understanding the Sales Journey Experience from both sides

  • Cathedral Visitor Survey

  • Adult Home Care Tracking Product Development

  • Global Advertising Campaign

  • Marketing consultancy for direct insurance

  • Trade-off Pricing Research

  • Visitor Survey

  • Comms testing alongside NPD

  • International Satisfaction & Development

  • Brand Development

  • Audience Development Plan

  • Brand Development & Product Screening

  • Loyalty Scheme

  • Plasterboard Packaging Research

  • Understanding Local Business Needs

  • Development of the Direct Offering

  • Competitor Mystery Shopping

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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