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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

  • Sports Facility Survey

  • Financial Brand Satisfaction Tracking

  • Tourism Focus Groups

  • Engaging adults back into education

  • Affinities Partner

  • Compliance Mystery Shopping

  • Loyalty Scheme

  • Plasterboard Packaging Research

  • Adult Home Care Tracking Product Development

  • Brand Development & Product Screening

  • Help Desk Mystery Shopping

  • Prototype Evaluation

  • Competitor Mystery Shopping

  • Marketing consultancy for direct insurance

  • Cathedral Visitor Survey

  • Reader Satisfaction

  • New Expert Information Product

  • Public Consultation - Waste

  • Benchmarking Mystery Shopping

  • Housing Scheme Test

  • Multi-national Usage & Attitude Survey

  • Development of the Direct Offering

  • Global Advertising Campaign

  • Understanding Customer Pricing

  • Public Consultation - Council Tax

  • Satisfaction Survey (Housing)

  • Product Development using Ethnography

  • Revitalising Existing Brand

  • Strategic Brand Development

  • Service Delivery Mystery Shopping

  • Comms testing alongside NPD

  • Luxury In-store Display

  • Audience Development Plan

  • Understanding Attrition

  • Mixed Media Advertising Analysis

  • Understanding Local Business Needs

  • Understanding the Sales Journey Experience from both sides

  • Sentencers' Satisfaction Survey

  • Visitor Survey

  • Brand Image Research

  • Communication: New and existing financial products

  • International Satisfaction & Development

  • Website Development

  • International Competitor Mystery Shopping

  • Developing marketing materials for new products

  • Driving business growth

  • Trade-off Pricing Research

  • Brand Development

  • Staff Surveys

  • Broker Relationship Survey

  • Understanding the use of Temporary Labour

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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