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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

  • International Competitor Mystery Shopping

  • Prototype Evaluation

  • Communication: New and existing financial products

  • Trade-off Pricing Research

  • Audience Development Plan

  • Brand Development

  • Understanding Customer Pricing

  • Satisfaction Survey (Housing)

  • Understanding the Sales Journey Experience from both sides

  • Driving business growth

  • Public Consultation - Council Tax

  • Housing Scheme Test

  • Sports Facility Survey

  • Financial Brand Satisfaction Tracking

  • Compliance Mystery Shopping

  • Understanding Attrition

  • Luxury In-store Display

  • Understanding Local Business Needs

  • Adult Home Care Tracking Product Development

  • Staff Surveys

  • Brand Development & Product Screening

  • Help Desk Mystery Shopping

  • New Expert Information Product

  • Website Development

  • Revitalising Existing Brand

  • Affinities Partner

  • Reader Satisfaction

  • Mixed Media Advertising Analysis

  • Product Development using Ethnography

  • Cathedral Visitor Survey

  • Service Delivery Mystery Shopping

  • Public Consultation - Waste

  • Visitor Survey

  • Developing marketing materials for new products

  • International Satisfaction & Development

  • Benchmarking Mystery Shopping

  • Marketing consultancy for direct insurance

  • Brand Image Research

  • Multi-national Usage & Attitude Survey

  • Plasterboard Packaging Research

  • Comms testing alongside NPD

  • Strategic Brand Development

  • Engaging adults back into education

  • Tourism Focus Groups

  • Competitor Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Global Advertising Campaign

  • Understanding the use of Temporary Labour

  • Broker Relationship Survey

  • Loyalty Scheme

  • Development of the Direct Offering

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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