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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

  • Luxury In-store Display

  • New Expert Information Product

  • Satisfaction Survey (Housing)

  • Brand Development

  • Sentencers' Satisfaction Survey

  • Audience Development Plan

  • Revitalising Existing Brand

  • Public Consultation - Waste

  • Mixed Media Advertising Analysis

  • Cathedral Visitor Survey

  • Benchmarking Mystery Shopping

  • Comms testing alongside NPD

  • Service Delivery Mystery Shopping

  • Product Development using Ethnography

  • Communication: New and existing financial products

  • Competitor Mystery Shopping

  • International Competitor Mystery Shopping

  • Development of the Direct Offering

  • Prototype Evaluation

  • Reader Satisfaction

  • Compliance Mystery Shopping

  • Engaging adults back into education

  • Staff Surveys

  • Housing Scheme Test

  • Driving business growth

  • Broker Relationship Survey

  • Tourism Focus Groups

  • Developing marketing materials for new products

  • Strategic Brand Development

  • Understanding Attrition

  • Loyalty Scheme

  • Financial Brand Satisfaction Tracking

  • Understanding the Sales Journey Experience from both sides

  • Brand Image Research

  • Public Consultation - Council Tax

  • Marketing consultancy for direct insurance

  • Global Advertising Campaign

  • Understanding the use of Temporary Labour

  • International Satisfaction & Development

  • Help Desk Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Plasterboard Packaging Research

  • Adult Home Care Tracking Product Development

  • Trade-off Pricing Research

  • Understanding Local Business Needs

  • Website Development

  • Sports Facility Survey

  • Affinities Partner

  • Brand Development & Product Screening

  • Understanding Customer Pricing

  • Visitor Survey

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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