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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

  • Prototype Evaluation

  • Tourism Focus Groups

  • Reader Satisfaction

  • Trade-off Pricing Research

  • Development of the Direct Offering

  • Help Desk Mystery Shopping

  • Understanding Attrition

  • Communication: New and existing financial products

  • Understanding Local Business Needs

  • Multi-national Usage & Attitude Survey

  • Service Delivery Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Adult Home Care Tracking Product Development

  • Mixed Media Advertising Analysis

  • Staff Surveys

  • Revitalising Existing Brand

  • Luxury In-store Display

  • Understanding Customer Pricing

  • Strategic Brand Development

  • Compliance Mystery Shopping

  • Public Consultation - Waste

  • International Satisfaction & Development

  • Website Development

  • Plasterboard Packaging Research

  • Comms testing alongside NPD

  • Broker Relationship Survey

  • Financial Brand Satisfaction Tracking

  • Benchmarking Mystery Shopping

  • Affinities Partner

  • Audience Development Plan

  • Sports Facility Survey

  • International Competitor Mystery Shopping

  • Driving business growth

  • Brand Development & Product Screening

  • New Expert Information Product

  • Brand Development

  • Loyalty Scheme

  • Understanding the Sales Journey Experience from both sides

  • Brand Image Research

  • Competitor Mystery Shopping

  • Engaging adults back into education

  • Product Development using Ethnography

  • Public Consultation - Council Tax

  • Cathedral Visitor Survey

  • Satisfaction Survey (Housing)

  • Visitor Survey

  • Understanding the use of Temporary Labour

  • Developing marketing materials for new products

  • Global Advertising Campaign

  • Housing Scheme Test

  • Marketing consultancy for direct insurance

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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