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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

  • Broker Relationship Survey

  • Service Delivery Mystery Shopping

  • Brand Development & Product Screening

  • Reader Satisfaction

  • Understanding Customer Pricing

  • Comms testing alongside NPD

  • Sentencers' Satisfaction Survey

  • Benchmarking Mystery Shopping

  • Competitor Mystery Shopping

  • Staff Surveys

  • Affinities Partner

  • Multi-national Usage & Attitude Survey

  • Development of the Direct Offering

  • Revitalising Existing Brand

  • Website Development

  • Adult Home Care Tracking Product Development

  • Public Consultation - Council Tax

  • Engaging adults back into education

  • Developing marketing materials for new products

  • Tourism Focus Groups

  • Visitor Survey

  • Product Development using Ethnography

  • Understanding the use of Temporary Labour

  • Communication: New and existing financial products

  • Prototype Evaluation

  • Understanding the Sales Journey Experience from both sides

  • Strategic Brand Development

  • Help Desk Mystery Shopping

  • Luxury In-store Display

  • Loyalty Scheme

  • Understanding Attrition

  • Global Advertising Campaign

  • Satisfaction Survey (Housing)

  • Compliance Mystery Shopping

  • Understanding Local Business Needs

  • International Competitor Mystery Shopping

  • Public Consultation - Waste

  • Trade-off Pricing Research

  • Housing Scheme Test

  • International Satisfaction & Development

  • New Expert Information Product

  • Marketing consultancy for direct insurance

  • Cathedral Visitor Survey

  • Audience Development Plan

  • Brand Development

  • Mixed Media Advertising Analysis

  • Sports Facility Survey

  • Brand Image Research

  • Financial Brand Satisfaction Tracking

  • Plasterboard Packaging Research

  • Driving business growth

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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