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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

  • Adult Home Care Tracking Product Development

  • Cathedral Visitor Survey

  • International Competitor Mystery Shopping

  • Luxury In-store Display

  • Product Development using Ethnography

  • Staff Surveys

  • Affinities Partner

  • Plasterboard Packaging Research

  • Tourism Focus Groups

  • Website Development

  • Brand Image Research

  • Visitor Survey

  • International Satisfaction & Development

  • Help Desk Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Revitalising Existing Brand

  • Engaging adults back into education

  • Brand Development & Product Screening

  • Developing marketing materials for new products

  • Loyalty Scheme

  • Multi-national Usage & Attitude Survey

  • Understanding Customer Pricing

  • Comms testing alongside NPD

  • Trade-off Pricing Research

  • Understanding the Sales Journey Experience from both sides

  • Understanding the use of Temporary Labour

  • Understanding Attrition

  • Compliance Mystery Shopping

  • Strategic Brand Development

  • Competitor Mystery Shopping

  • Satisfaction Survey (Housing)

  • Sentencers' Satisfaction Survey

  • Public Consultation - Council Tax

  • New Expert Information Product

  • Audience Development Plan

  • Driving business growth

  • Public Consultation - Waste

  • Service Delivery Mystery Shopping

  • Communication: New and existing financial products

  • Mixed Media Advertising Analysis

  • Reader Satisfaction

  • Marketing consultancy for direct insurance

  • Benchmarking Mystery Shopping

  • Brand Development

  • Understanding Local Business Needs

  • Broker Relationship Survey

  • Housing Scheme Test

  • Development of the Direct Offering

  • Global Advertising Campaign

  • Sports Facility Survey

  • Prototype Evaluation

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

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Contact us to discover how we can help your business today.

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