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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

  • Brand Development & Product Screening

  • Engaging adults back into education

  • Service Delivery Mystery Shopping

  • Mixed Media Advertising Analysis

  • Satisfaction Survey (Housing)

  • Broker Relationship Survey

  • Strategic Brand Development

  • Benchmarking Mystery Shopping

  • Understanding Local Business Needs

  • Global Advertising Campaign

  • Understanding Attrition

  • Financial Brand Satisfaction Tracking

  • Loyalty Scheme

  • Understanding the use of Temporary Labour

  • Competitor Mystery Shopping

  • Brand Development

  • International Competitor Mystery Shopping

  • Reader Satisfaction

  • Communication: New and existing financial products

  • Staff Surveys

  • International Satisfaction & Development

  • Tourism Focus Groups

  • Trade-off Pricing Research

  • Audience Development Plan

  • Understanding Customer Pricing

  • Product Development using Ethnography

  • Cathedral Visitor Survey

  • Driving business growth

  • Housing Scheme Test

  • Prototype Evaluation

  • Revitalising Existing Brand

  • Luxury In-store Display

  • Comms testing alongside NPD

  • Website Development

  • Developing marketing materials for new products

  • Plasterboard Packaging Research

  • Compliance Mystery Shopping

  • Affinities Partner

  • Adult Home Care Tracking Product Development

  • Understanding the Sales Journey Experience from both sides

  • Visitor Survey

  • Help Desk Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Sports Facility Survey

  • New Expert Information Product

  • Public Consultation - Council Tax

  • Multi-national Usage & Attitude Survey

  • Marketing consultancy for direct insurance

  • Public Consultation - Waste

  • Brand Image Research

  • Development of the Direct Offering

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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