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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

  • Reader Satisfaction

  • Sentencers' Satisfaction Survey

  • International Competitor Mystery Shopping

  • Cathedral Visitor Survey

  • Prototype Evaluation

  • Compliance Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Financial Brand Satisfaction Tracking

  • Affinities Partner

  • Understanding Customer Pricing

  • Service Delivery Mystery Shopping

  • Public Consultation - Council Tax

  • Understanding Attrition

  • Adult Home Care Tracking Product Development

  • Audience Development Plan

  • Plasterboard Packaging Research

  • Staff Surveys

  • Competitor Mystery Shopping

  • Driving business growth

  • Development of the Direct Offering

  • New Expert Information Product

  • Global Advertising Campaign

  • Comms testing alongside NPD

  • Satisfaction Survey (Housing)

  • Strategic Brand Development

  • Visitor Survey

  • International Satisfaction & Development

  • Understanding the Sales Journey Experience from both sides

  • Broker Relationship Survey

  • Housing Scheme Test

  • Product Development using Ethnography

  • Engaging adults back into education

  • Sports Facility Survey

  • Website Development

  • Brand Development & Product Screening

  • Revitalising Existing Brand

  • Brand Development

  • Marketing consultancy for direct insurance

  • Public Consultation - Waste

  • Understanding Local Business Needs

  • Developing marketing materials for new products

  • Benchmarking Mystery Shopping

  • Luxury In-store Display

  • Trade-off Pricing Research

  • Help Desk Mystery Shopping

  • Mixed Media Advertising Analysis

  • Tourism Focus Groups

  • Communication: New and existing financial products

  • Loyalty Scheme

  • Brand Image Research

  • 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

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

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