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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

  • New Expert Information Product

  • Understanding Local Business Needs

  • Visitor Survey

  • Luxury In-store Display

  • Global Advertising Campaign

  • International Satisfaction & Development

  • Developing marketing materials for new products

  • Sentencers' Satisfaction Survey

  • Plasterboard Packaging Research

  • Benchmarking Mystery Shopping

  • Mixed Media Advertising Analysis

  • Development of the Direct Offering

  • Engaging adults back into education

  • Affinities Partner

  • Marketing consultancy for direct insurance

  • Brand Development & Product Screening

  • Strategic Brand Development

  • Revitalising Existing Brand

  • Understanding Attrition

  • Reader Satisfaction

  • Brand Image Research

  • Tourism Focus Groups

  • Brand Development

  • Multi-national Usage & Attitude Survey

  • Cathedral Visitor Survey

  • Comms testing alongside NPD

  • Adult Home Care Tracking Product Development

  • Public Consultation - Waste

  • Driving business growth

  • Website Development

  • Trade-off Pricing Research

  • Help Desk Mystery Shopping

  • Prototype Evaluation

  • Competitor Mystery Shopping

  • Sports Facility Survey

  • Broker Relationship Survey

  • Satisfaction Survey (Housing)

  • Housing Scheme Test

  • Compliance Mystery Shopping

  • Product Development using Ethnography

  • International Competitor Mystery Shopping

  • Understanding the use of Temporary Labour

  • Understanding the Sales Journey Experience from both sides

  • Financial Brand Satisfaction Tracking

  • Staff Surveys

  • Loyalty Scheme

  • Public Consultation - Council Tax

  • Service Delivery Mystery Shopping

  • Communication: New and existing financial products

  • Understanding Customer Pricing

  • Audience Development Plan

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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