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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

  • Tourism Focus Groups

  • Marketing consultancy for direct insurance

  • Driving business growth

  • Loyalty Scheme

  • Understanding Customer Pricing

  • Affinities Partner

  • Understanding the use of Temporary Labour

  • Housing Scheme Test

  • Public Consultation - Waste

  • International Satisfaction & Development

  • Sentencers' Satisfaction Survey

  • Developing marketing materials for new products

  • Comms testing alongside NPD

  • Global Advertising Campaign

  • New Expert Information Product

  • Brand Image Research

  • Brand Development

  • Compliance Mystery Shopping

  • Cathedral Visitor Survey

  • Help Desk Mystery Shopping

  • Audience Development Plan

  • Visitor Survey

  • Understanding Local Business Needs

  • Product Development using Ethnography

  • Financial Brand Satisfaction Tracking

  • Website Development

  • Revitalising Existing Brand

  • Broker Relationship Survey

  • Satisfaction Survey (Housing)

  • Sports Facility Survey

  • International Competitor Mystery Shopping

  • Understanding Attrition

  • Staff Surveys

  • Reader Satisfaction

  • Trade-off Pricing Research

  • Understanding the Sales Journey Experience from both sides

  • Mixed Media Advertising Analysis

  • Service Delivery Mystery Shopping

  • Brand Development & Product Screening

  • Adult Home Care Tracking Product Development

  • Prototype Evaluation

  • Benchmarking Mystery Shopping

  • Plasterboard Packaging Research

  • Public Consultation - Council Tax

  • Strategic Brand Development

  • Luxury In-store Display

  • Multi-national Usage & Attitude Survey

  • Competitor Mystery Shopping

  • Engaging adults back into education

  • Development of the Direct Offering

  • Communication: New and existing financial products

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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