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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

  • Development of the Direct Offering

  • Luxury In-store Display

  • Public Consultation - Council Tax

  • Compliance Mystery Shopping

  • Audience Development Plan

  • Strategic Brand Development

  • Affinities Partner

  • Reader Satisfaction

  • Brand Image Research

  • Understanding Customer Pricing

  • Product Development using Ethnography

  • Sentencers' Satisfaction Survey

  • Communication: New and existing financial products

  • Housing Scheme Test

  • Help Desk Mystery Shopping

  • Satisfaction Survey (Housing)

  • Revitalising Existing Brand

  • Engaging adults back into education

  • International Satisfaction & Development

  • Broker Relationship Survey

  • Competitor Mystery Shopping

  • Public Consultation - Waste

  • Benchmarking Mystery Shopping

  • Understanding the use of Temporary Labour

  • Service Delivery Mystery Shopping

  • Staff Surveys

  • Plasterboard Packaging Research

  • Marketing consultancy for direct insurance

  • Sports Facility Survey

  • Adult Home Care Tracking Product Development

  • Prototype Evaluation

  • Multi-national Usage & Attitude Survey

  • New Expert Information Product

  • Brand Development

  • Financial Brand Satisfaction Tracking

  • Global Advertising Campaign

  • Tourism Focus Groups

  • Developing marketing materials for new products

  • Understanding the Sales Journey Experience from both sides

  • Trade-off Pricing Research

  • Understanding Attrition

  • Loyalty Scheme

  • Comms testing alongside NPD

  • Cathedral Visitor Survey

  • Visitor Survey

  • Website Development

  • Mixed Media Advertising Analysis

  • International Competitor Mystery Shopping

  • Driving business growth

  • Understanding Local Business Needs

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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