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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

  • Driving business growth

  • Affinities Partner

  • Brand Development & Product Screening

  • Comms testing alongside NPD

  • Satisfaction Survey (Housing)

  • Competitor Mystery Shopping

  • Website Development

  • Adult Home Care Tracking Product Development

  • Cathedral Visitor Survey

  • Public Consultation - Waste

  • Trade-off Pricing Research

  • Revitalising Existing Brand

  • Understanding the Sales Journey Experience from both sides

  • Product Development using Ethnography

  • Development of the Direct Offering

  • Reader Satisfaction

  • Strategic Brand Development

  • Brand Image Research

  • Sentencers' Satisfaction Survey

  • Staff Surveys

  • Plasterboard Packaging Research

  • Loyalty Scheme

  • Global Advertising Campaign

  • Service Delivery Mystery Shopping

  • Understanding Local Business Needs

  • Marketing consultancy for direct insurance

  • Financial Brand Satisfaction Tracking

  • Sports Facility Survey

  • Mixed Media Advertising Analysis

  • International Competitor Mystery Shopping

  • Communication: New and existing financial products

  • Housing Scheme Test

  • Compliance Mystery Shopping

  • Brand Development

  • Understanding Attrition

  • Prototype Evaluation

  • Benchmarking Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Audience Development Plan

  • Understanding the use of Temporary Labour

  • Developing marketing materials for new products

  • Tourism Focus Groups

  • Understanding Customer Pricing

  • Visitor Survey

  • New Expert Information Product

  • Engaging adults back into education

  • Broker Relationship Survey

  • Help Desk Mystery Shopping

  • Public Consultation - Council Tax

  • Luxury In-store Display

  • International Satisfaction & Development

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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