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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

  • Revitalising Existing Brand

  • Global Advertising Campaign

  • Engaging adults back into education

  • Compliance Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Tourism Focus Groups

  • Luxury In-store Display

  • Visitor Survey

  • Service Delivery Mystery Shopping

  • Benchmarking Mystery Shopping

  • Understanding the Sales Journey Experience from both sides

  • Sentencers' Satisfaction Survey

  • Public Consultation - Waste

  • Satisfaction Survey (Housing)

  • Strategic Brand Development

  • Sports Facility Survey

  • Developing marketing materials for new products

  • Help Desk Mystery Shopping

  • Website Development

  • Understanding Attrition

  • Marketing consultancy for direct insurance

  • Housing Scheme Test

  • Loyalty Scheme

  • Understanding the use of Temporary Labour

  • Reader Satisfaction

  • Cathedral Visitor Survey

  • Understanding Customer Pricing

  • Mixed Media Advertising Analysis

  • Prototype Evaluation

  • Audience Development Plan

  • Adult Home Care Tracking Product Development

  • Development of the Direct Offering

  • Brand Image Research

  • Comms testing alongside NPD

  • Staff Surveys

  • Broker Relationship Survey

  • New Expert Information Product

  • Product Development using Ethnography

  • Public Consultation - Council Tax

  • Brand Development

  • International Competitor Mystery Shopping

  • Communication: New and existing financial products

  • Driving business growth

  • Plasterboard Packaging Research

  • International Satisfaction & Development

  • Affinities Partner

  • Competitor Mystery Shopping

  • Brand Development & Product Screening

  • Trade-off Pricing Research

  • Multi-national Usage & Attitude Survey

  • Understanding Local Business Needs

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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