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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

  • Understanding the Sales Journey Experience from both sides

  • Financial Brand Satisfaction Tracking

  • Plasterboard Packaging Research

  • Adult Home Care Tracking Product Development

  • International Competitor Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Strategic Brand Development

  • Developing marketing materials for new products

  • Communication: New and existing financial products

  • Loyalty Scheme

  • Understanding Local Business Needs

  • Development of the Direct Offering

  • Help Desk Mystery Shopping

  • Service Delivery Mystery Shopping

  • Broker Relationship Survey

  • New Expert Information Product

  • Tourism Focus Groups

  • Understanding Customer Pricing

  • Prototype Evaluation

  • Understanding the use of Temporary Labour

  • Competitor Mystery Shopping

  • Trade-off Pricing Research

  • Compliance Mystery Shopping

  • Staff Surveys

  • Brand Development

  • Affinities Partner

  • Brand Image Research

  • Understanding Attrition

  • Product Development using Ethnography

  • International Satisfaction & Development

  • Mixed Media Advertising Analysis

  • Reader Satisfaction

  • Engaging adults back into education

  • Benchmarking Mystery Shopping

  • Sports Facility Survey

  • Visitor Survey

  • Marketing consultancy for direct insurance

  • Multi-national Usage & Attitude Survey

  • Satisfaction Survey (Housing)

  • Global Advertising Campaign

  • Revitalising Existing Brand

  • Audience Development Plan

  • Public Consultation - Council Tax

  • Public Consultation - Waste

  • Cathedral Visitor Survey

  • Comms testing alongside NPD

  • Website Development

  • Housing Scheme Test

  • Brand Development & Product Screening

  • Driving business growth

  • Luxury In-store Display

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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