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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

  • Brand Development & Product Screening

  • Trade-off Pricing Research

  • Comms testing alongside NPD

  • Understanding the Sales Journey Experience from both sides

  • Multi-national Usage & Attitude Survey

  • Affinities Partner

  • Service Delivery Mystery Shopping

  • Public Consultation - Council Tax

  • Development of the Direct Offering

  • Developing marketing materials for new products

  • Broker Relationship Survey

  • Brand Development

  • Cathedral Visitor Survey

  • Visitor Survey

  • New Expert Information Product

  • Staff Surveys

  • Understanding Local Business Needs

  • Communication: New and existing financial products

  • Help Desk Mystery Shopping

  • Luxury In-store Display

  • Loyalty Scheme

  • Driving business growth

  • Revitalising Existing Brand

  • Public Consultation - Waste

  • Understanding the use of Temporary Labour

  • Understanding Attrition

  • Understanding Customer Pricing

  • International Satisfaction & Development

  • Engaging adults back into education

  • Product Development using Ethnography

  • Reader Satisfaction

  • Audience Development Plan

  • Competitor Mystery Shopping

  • Global Advertising Campaign

  • Plasterboard Packaging Research

  • Sentencers' Satisfaction Survey

  • Tourism Focus Groups

  • Brand Image Research

  • Sports Facility Survey

  • Marketing consultancy for direct insurance

  • Compliance Mystery Shopping

  • Housing Scheme Test

  • Website Development

  • Financial Brand Satisfaction Tracking

  • Benchmarking Mystery Shopping

  • Prototype Evaluation

  • International Competitor Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Satisfaction Survey (Housing)

  • Mixed Media Advertising Analysis

  • Strategic Brand Development

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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