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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

  • Sports Facility Survey

  • Marketing consultancy for direct insurance

  • Website Development

  • Understanding Customer Pricing

  • Mixed Media Advertising Analysis

  • Help Desk Mystery Shopping

  • International Competitor Mystery Shopping

  • Understanding the use of Temporary Labour

  • Brand Development

  • Development of the Direct Offering

  • Broker Relationship Survey

  • Reader Satisfaction

  • Multi-national Usage & Attitude Survey

  • Sentencers' Satisfaction Survey

  • Audience Development Plan

  • Strategic Brand Development

  • Compliance Mystery Shopping

  • Engaging adults back into education

  • Global Advertising Campaign

  • Cathedral Visitor Survey

  • Visitor Survey

  • Adult Home Care Tracking Product Development

  • Affinities Partner

  • Luxury In-store Display

  • Service Delivery Mystery Shopping

  • Comms testing alongside NPD

  • Revitalising Existing Brand

  • Trade-off Pricing Research

  • Financial Brand Satisfaction Tracking

  • Satisfaction Survey (Housing)

  • Housing Scheme Test

  • Communication: New and existing financial products

  • Benchmarking Mystery Shopping

  • Brand Development & Product Screening

  • Understanding Attrition

  • Plasterboard Packaging Research

  • Competitor Mystery Shopping

  • Understanding the Sales Journey Experience from both sides

  • Public Consultation - Council Tax

  • Prototype Evaluation

  • Developing marketing materials for new products

  • Tourism Focus Groups

  • Driving business growth

  • International Satisfaction & Development

  • Public Consultation - Waste

  • Staff Surveys

  • Loyalty Scheme

  • Product Development using Ethnography

  • Brand Image 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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