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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

  • Affinities Partner

  • Website Development

  • Financial Brand Satisfaction Tracking

  • New Expert Information Product

  • Development of the Direct Offering

  • Luxury In-store Display

  • Understanding the Sales Journey Experience from both sides

  • Brand Development & Product Screening

  • Understanding the use of Temporary Labour

  • Developing marketing materials for new products

  • Comms testing alongside NPD

  • Housing Scheme Test

  • Trade-off Pricing Research

  • Understanding Attrition

  • Mixed Media Advertising Analysis

  • Public Consultation - Waste

  • Compliance Mystery Shopping

  • Communication: New and existing financial products

  • Marketing consultancy for direct insurance

  • Benchmarking Mystery Shopping

  • Brand Development

  • Reader Satisfaction

  • Audience Development Plan

  • International Competitor Mystery Shopping

  • Strategic Brand Development

  • Adult Home Care Tracking Product Development

  • Competitor Mystery Shopping

  • Loyalty Scheme

  • Public Consultation - Council Tax

  • Global Advertising Campaign

  • Cathedral Visitor Survey

  • Plasterboard Packaging Research

  • Understanding Customer Pricing

  • Product Development using Ethnography

  • Staff Surveys

  • Driving business growth

  • Tourism Focus Groups

  • Sentencers' Satisfaction Survey

  • Sports Facility Survey

  • Multi-national Usage & Attitude Survey

  • Prototype Evaluation

  • Service Delivery Mystery Shopping

  • Understanding Local Business Needs

  • International Satisfaction & Development

  • Satisfaction Survey (Housing)

  • Revitalising Existing Brand

  • Visitor Survey

  • Engaging adults back into education

  • Help Desk Mystery Shopping

  • Broker Relationship Survey

  • 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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