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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

  • Benchmarking Mystery Shopping

  • Marketing consultancy for direct insurance

  • Strategic Brand Development

  • New Expert Information Product

  • Service Delivery Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Housing Scheme Test

  • Plasterboard Packaging Research

  • Sports Facility Survey

  • Development of the Direct Offering

  • International Satisfaction & Development

  • Understanding Local Business Needs

  • Help Desk Mystery Shopping

  • Competitor Mystery Shopping

  • International Competitor Mystery Shopping

  • Brand Development

  • Understanding the use of Temporary Labour

  • Cathedral Visitor Survey

  • Trade-off Pricing Research

  • Loyalty Scheme

  • Visitor Survey

  • Prototype Evaluation

  • Developing marketing materials for new products

  • Product Development using Ethnography

  • Engaging adults back into education

  • Understanding Attrition

  • Adult Home Care Tracking Product Development

  • Luxury In-store Display

  • Mixed Media Advertising Analysis

  • Global Advertising Campaign

  • Multi-national Usage & Attitude Survey

  • Communication: New and existing financial products

  • Driving business growth

  • Reader Satisfaction

  • Comms testing alongside NPD

  • Understanding the Sales Journey Experience from both sides

  • Staff Surveys

  • Affinities Partner

  • Brand Image Research

  • Public Consultation - Council Tax

  • Compliance Mystery Shopping

  • Website Development

  • Tourism Focus Groups

  • Satisfaction Survey (Housing)

  • Understanding Customer Pricing

  • Revitalising Existing Brand

  • Public Consultation - Waste

  • Financial Brand Satisfaction Tracking

  • Audience Development Plan

  • Broker Relationship Survey

  • Brand Development & Product Screening

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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