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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

  • Audience Development Plan

  • Product Development using Ethnography

  • Financial Brand Satisfaction Tracking

  • Benchmarking Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Understanding Local Business Needs

  • Housing Scheme Test

  • Cathedral Visitor Survey

  • Satisfaction Survey (Housing)

  • Brand Development

  • Developing marketing materials for new products

  • Website Development

  • Revitalising Existing Brand

  • Sports Facility Survey

  • Service Delivery Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Compliance Mystery Shopping

  • Driving business growth

  • Strategic Brand Development

  • International Satisfaction & Development

  • Prototype Evaluation

  • Marketing consultancy for direct insurance

  • Broker Relationship Survey

  • Understanding Attrition

  • International Competitor Mystery Shopping

  • Reader Satisfaction

  • Loyalty Scheme

  • Public Consultation - Waste

  • Understanding the use of Temporary Labour

  • Mixed Media Advertising Analysis

  • New Expert Information Product

  • Communication: New and existing financial products

  • Luxury In-store Display

  • Understanding Customer Pricing

  • Help Desk Mystery Shopping

  • Global Advertising Campaign

  • Trade-off Pricing Research

  • Development of the Direct Offering

  • Visitor Survey

  • Sentencers' Satisfaction Survey

  • Tourism Focus Groups

  • Engaging adults back into education

  • Brand Image Research

  • Brand Development & Product Screening

  • Affinities Partner

  • Staff Surveys

  • Public Consultation - Council Tax

  • Competitor Mystery Shopping

  • Comms testing alongside NPD

  • Understanding the Sales Journey Experience from both sides

  • Plasterboard Packaging Research

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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