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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

  • Revitalising Existing Brand

  • Visitor Survey

  • Cathedral Visitor Survey

  • Global Advertising Campaign

  • Broker Relationship Survey

  • Benchmarking Mystery Shopping

  • Loyalty Scheme

  • Sports Facility Survey

  • Public Consultation - Waste

  • Luxury In-store Display

  • Understanding the Sales Journey Experience from both sides

  • Housing Scheme Test

  • Financial Brand Satisfaction Tracking

  • Satisfaction Survey (Housing)

  • Adult Home Care Tracking Product Development

  • Engaging adults back into education

  • Brand Image Research

  • Driving business growth

  • Understanding the use of Temporary Labour

  • Understanding Attrition

  • Mixed Media Advertising Analysis

  • Product Development using Ethnography

  • Marketing consultancy for direct insurance

  • Website Development

  • Prototype Evaluation

  • Compliance Mystery Shopping

  • Public Consultation - Council Tax

  • Tourism Focus Groups

  • Brand Development & Product Screening

  • Trade-off Pricing Research

  • Sentencers' Satisfaction Survey

  • Communication: New and existing financial products

  • Plasterboard Packaging Research

  • Staff Surveys

  • Development of the Direct Offering

  • Brand Development

  • Strategic Brand Development

  • Developing marketing materials for new products

  • Understanding Local Business Needs

  • Audience Development Plan

  • Competitor Mystery Shopping

  • New Expert Information Product

  • Reader Satisfaction

  • Help Desk Mystery Shopping

  • International Competitor Mystery Shopping

  • International Satisfaction & Development

  • Comms testing alongside NPD

  • Service Delivery Mystery Shopping

  • Understanding Customer Pricing

  • Multi-national Usage & Attitude Survey

  • Affinities Partner

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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