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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

  • Affinities Partner

  • Compliance Mystery Shopping

  • Comms testing alongside NPD

  • Visitor Survey

  • Housing Scheme Test

  • Brand Development & Product Screening

  • Communication: New and existing financial products

  • Satisfaction Survey (Housing)

  • Revitalising Existing Brand

  • Global Advertising Campaign

  • Plasterboard Packaging Research

  • International Competitor Mystery Shopping

  • Prototype Evaluation

  • Public Consultation - Council Tax

  • Financial Brand Satisfaction Tracking

  • Sports Facility Survey

  • Understanding the use of Temporary Labour

  • Understanding the Sales Journey Experience from both sides

  • Help Desk Mystery Shopping

  • Understanding Attrition

  • Developing marketing materials for new products

  • Loyalty Scheme

  • Multi-national Usage & Attitude Survey

  • Adult Home Care Tracking Product Development

  • Understanding Customer Pricing

  • Brand Image Research

  • Product Development using Ethnography

  • Strategic Brand Development

  • Cathedral Visitor Survey

  • Service Delivery Mystery Shopping

  • New Expert Information Product

  • Marketing consultancy for direct insurance

  • Broker Relationship Survey

  • Trade-off Pricing Research

  • Public Consultation - Waste

  • Benchmarking Mystery Shopping

  • Luxury In-store Display

  • Audience Development Plan

  • Competitor Mystery Shopping

  • Development of the Direct Offering

  • Website Development

  • Brand Development

  • Tourism Focus Groups

  • Understanding Local Business Needs

  • Sentencers' Satisfaction Survey

  • Reader Satisfaction

  • Staff Surveys

  • Engaging adults back into education

  • International Satisfaction & Development

  • Mixed Media Advertising Analysis

  • Driving business growth

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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