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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

  • Public Consultation - Council Tax

  • Trade-off Pricing Research

  • Sports Facility Survey

  • Competitor Mystery Shopping

  • Help Desk Mystery Shopping

  • Staff Surveys

  • Adult Home Care Tracking Product Development

  • Understanding the use of Temporary Labour

  • Financial Brand Satisfaction Tracking

  • Affinities Partner

  • Product Development using Ethnography

  • Public Consultation - Waste

  • Benchmarking Mystery Shopping

  • Prototype Evaluation

  • Satisfaction Survey (Housing)

  • Brand Development

  • Loyalty Scheme

  • Understanding Customer Pricing

  • Driving business growth

  • Communication: New and existing financial products

  • Website Development

  • Developing marketing materials for new products

  • Tourism Focus Groups

  • Luxury In-store Display

  • Multi-national Usage & Attitude Survey

  • Reader Satisfaction

  • Strategic Brand Development

  • New Expert Information Product

  • Visitor Survey

  • Comms testing alongside NPD

  • Compliance Mystery Shopping

  • Revitalising Existing Brand

  • Housing Scheme Test

  • Understanding Attrition

  • Brand Image Research

  • Understanding Local Business Needs

  • Marketing consultancy for direct insurance

  • Broker Relationship Survey

  • Development of the Direct Offering

  • International Satisfaction & Development

  • Global Advertising Campaign

  • Service Delivery Mystery Shopping

  • Plasterboard Packaging Research

  • International Competitor Mystery Shopping

  • Audience Development Plan

  • Understanding the Sales Journey Experience from both sides

  • Cathedral Visitor Survey

  • Brand Development & Product Screening

  • Mixed Media Advertising Analysis

  • Sentencers' Satisfaction Survey

  • Engaging adults back into education

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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