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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

  • Communication: New and existing financial products

  • Satisfaction Survey (Housing)

  • Compliance Mystery Shopping

  • Understanding Customer Pricing

  • Loyalty Scheme

  • Housing Scheme Test

  • Tourism Focus Groups

  • Marketing consultancy for direct insurance

  • Strategic Brand Development

  • International Satisfaction & Development

  • Understanding the use of Temporary Labour

  • Staff Surveys

  • Help Desk Mystery Shopping

  • Trade-off Pricing Research

  • Adult Home Care Tracking Product Development

  • Engaging adults back into education

  • Brand Image Research

  • Revitalising Existing Brand

  • Plasterboard Packaging Research

  • Global Advertising Campaign

  • Understanding Attrition

  • Developing marketing materials for new products

  • Sentencers' Satisfaction Survey

  • Visitor Survey

  • Public Consultation - Waste

  • Sports Facility Survey

  • Website Development

  • Financial Brand Satisfaction Tracking

  • Prototype Evaluation

  • Broker Relationship Survey

  • Affinities Partner

  • New Expert Information Product

  • International Competitor Mystery Shopping

  • Product Development using Ethnography

  • Competitor Mystery Shopping

  • Understanding Local Business Needs

  • Development of the Direct Offering

  • Reader Satisfaction

  • Public Consultation - Council Tax

  • Multi-national Usage & Attitude Survey

  • Service Delivery Mystery Shopping

  • Cathedral Visitor Survey

  • Mixed Media Advertising Analysis

  • Brand Development & Product Screening

  • Audience Development Plan

  • Benchmarking Mystery Shopping

  • Luxury In-store Display

  • Brand Development

  • Driving business growth

  • Comms testing alongside NPD

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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