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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

  • Affinities Partner

  • Understanding Local Business Needs

  • Reader Satisfaction

  • Strategic Brand Development

  • Understanding the Sales Journey Experience from both sides

  • Audience Development Plan

  • Prototype Evaluation

  • Engaging adults back into education

  • Help Desk Mystery Shopping

  • Compliance Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Tourism Focus Groups

  • Broker Relationship Survey

  • International Competitor Mystery Shopping

  • Comms testing alongside NPD

  • Understanding the use of Temporary Labour

  • Public Consultation - Waste

  • Revitalising Existing Brand

  • Brand Image Research

  • Service Delivery Mystery Shopping

  • Plasterboard Packaging Research

  • Loyalty Scheme

  • Luxury In-store Display

  • Cathedral Visitor Survey

  • Staff Surveys

  • Visitor Survey

  • Housing Scheme Test

  • Public Consultation - Council Tax

  • Multi-national Usage & Attitude Survey

  • Marketing consultancy for direct insurance

  • Sentencers' Satisfaction Survey

  • Understanding Customer Pricing

  • Development of the Direct Offering

  • Understanding Attrition

  • Sports Facility Survey

  • Competitor Mystery Shopping

  • Product Development using Ethnography

  • Communication: New and existing financial products

  • Developing marketing materials for new products

  • Benchmarking Mystery Shopping

  • Mixed Media Advertising Analysis

  • Brand Development

  • Adult Home Care Tracking Product Development

  • Global Advertising Campaign

  • Driving business growth

  • Website Development

  • International Satisfaction & Development

  • Satisfaction Survey (Housing)

  • Brand Development & Product Screening

  • New Expert Information Product

  • Trade-off Pricing 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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