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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

  • Trade-off Pricing Research

  • Understanding Customer Pricing

  • Financial Brand Satisfaction Tracking

  • Website Development

  • Revitalising Existing Brand

  • Public Consultation - Waste

  • Brand Development & Product Screening

  • Visitor Survey

  • Loyalty Scheme

  • Driving business growth

  • Benchmarking Mystery Shopping

  • Audience Development Plan

  • Communication: New and existing financial products

  • Competitor Mystery Shopping

  • Understanding Attrition

  • Multi-national Usage & Attitude Survey

  • Help Desk Mystery Shopping

  • Staff Surveys

  • Understanding the Sales Journey Experience from both sides

  • Adult Home Care Tracking Product Development

  • International Competitor Mystery Shopping

  • Housing Scheme Test

  • Sentencers' Satisfaction Survey

  • Mixed Media Advertising Analysis

  • Affinities Partner

  • Marketing consultancy for direct insurance

  • International Satisfaction & Development

  • Prototype Evaluation

  • Compliance Mystery Shopping

  • Comms testing alongside NPD

  • Developing marketing materials for new products

  • Development of the Direct Offering

  • Cathedral Visitor Survey

  • Satisfaction Survey (Housing)

  • Brand Image Research

  • Product Development using Ethnography

  • Strategic Brand Development

  • Engaging adults back into education

  • Sports Facility Survey

  • Public Consultation - Council Tax

  • Service Delivery Mystery Shopping

  • Plasterboard Packaging Research

  • Luxury In-store Display

  • Tourism Focus Groups

  • Global Advertising Campaign

  • Understanding Local Business Needs

  • New Expert Information Product

  • Understanding the use of Temporary Labour

  • Reader Satisfaction

  • Broker Relationship Survey

  • Brand 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

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Contact us to discover how we can help your business today.

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