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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

  • Service Delivery Mystery Shopping

  • Understanding the use of Temporary Labour

  • Mixed Media Advertising Analysis

  • Sentencers' Satisfaction Survey

  • Brand Development & Product Screening

  • Adult Home Care Tracking Product Development

  • International Satisfaction & Development

  • Sports Facility Survey

  • Development of the Direct Offering

  • Luxury In-store Display

  • Cathedral Visitor Survey

  • Global Advertising Campaign

  • Help Desk Mystery Shopping

  • Reader Satisfaction

  • Prototype Evaluation

  • International Competitor Mystery Shopping

  • Audience Development Plan

  • Understanding the Sales Journey Experience from both sides

  • Tourism Focus Groups

  • Trade-off Pricing Research

  • Affinities Partner

  • Product Development using Ethnography

  • Plasterboard Packaging Research

  • New Expert Information Product

  • Communication: New and existing financial products

  • Public Consultation - Waste

  • Engaging adults back into education

  • Brand Development

  • Driving business growth

  • Marketing consultancy for direct insurance

  • Understanding Local Business Needs

  • Benchmarking Mystery Shopping

  • Staff Surveys

  • Compliance Mystery Shopping

  • Developing marketing materials for new products

  • Strategic Brand Development

  • Revitalising Existing Brand

  • Brand Image Research

  • Competitor Mystery Shopping

  • Housing Scheme Test

  • Financial Brand Satisfaction Tracking

  • Website Development

  • Broker Relationship Survey

  • Multi-national Usage & Attitude Survey

  • Public Consultation - Council Tax

  • Comms testing alongside NPD

  • Satisfaction Survey (Housing)

  • Loyalty Scheme

  • Understanding Attrition

  • Understanding Customer Pricing

  • Visitor Survey

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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