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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

  • Tourism Focus Groups

  • Prototype Evaluation

  • Website Development

  • Public Consultation - Waste

  • Product Development using Ethnography

  • International Competitor Mystery Shopping

  • Competitor Mystery Shopping

  • Revitalising Existing Brand

  • Financial Brand Satisfaction Tracking

  • Loyalty Scheme

  • Sports Facility Survey

  • Visitor Survey

  • Marketing consultancy for direct insurance

  • Driving business growth

  • Satisfaction Survey (Housing)

  • Housing Scheme Test

  • Global Advertising Campaign

  • Compliance Mystery Shopping

  • Reader Satisfaction

  • Engaging adults back into education

  • Understanding the use of Temporary Labour

  • Trade-off Pricing Research

  • Adult Home Care Tracking Product Development

  • Brand Development & Product Screening

  • Plasterboard Packaging Research

  • Understanding the Sales Journey Experience from both sides

  • Communication: New and existing financial products

  • Understanding Local Business Needs

  • Strategic Brand Development

  • Brand Image Research

  • Mixed Media Advertising Analysis

  • International Satisfaction & Development

  • Audience Development Plan

  • Brand Development

  • Benchmarking Mystery Shopping

  • Cathedral Visitor Survey

  • Understanding Customer Pricing

  • Service Delivery Mystery Shopping

  • Help Desk Mystery Shopping

  • New Expert Information Product

  • Understanding Attrition

  • Development of the Direct Offering

  • Public Consultation - Council Tax

  • Staff Surveys

  • Luxury In-store Display

  • Broker Relationship Survey

  • Multi-national Usage & Attitude Survey

  • Comms testing alongside NPD

  • Sentencers' Satisfaction Survey

  • Developing marketing materials for new products

  • 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

Ready to find out more?

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

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