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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

  • Product Development using Ethnography

  • Development of the Direct Offering

  • Website Development

  • Satisfaction Survey (Housing)

  • Understanding the Sales Journey Experience from both sides

  • Staff Surveys

  • Understanding Attrition

  • Multi-national Usage & Attitude Survey

  • Driving business growth

  • Plasterboard Packaging Research

  • Benchmarking Mystery Shopping

  • Loyalty Scheme

  • Comms testing alongside NPD

  • Brand Image Research

  • Compliance Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Public Consultation - Waste

  • Marketing consultancy for direct insurance

  • Prototype Evaluation

  • Cathedral Visitor Survey

  • Strategic Brand Development

  • New Expert Information Product

  • Audience Development Plan

  • Understanding the use of Temporary Labour

  • International Competitor Mystery Shopping

  • Public Consultation - Council Tax

  • Competitor Mystery Shopping

  • Understanding Local Business Needs

  • Service Delivery Mystery Shopping

  • Help Desk Mystery Shopping

  • Luxury In-store Display

  • Broker Relationship Survey

  • Revitalising Existing Brand

  • Developing marketing materials for new products

  • Housing Scheme Test

  • Financial Brand Satisfaction Tracking

  • Brand Development

  • Global Advertising Campaign

  • Understanding Customer Pricing

  • Engaging adults back into education

  • Affinities Partner

  • International Satisfaction & Development

  • Trade-off Pricing Research

  • Sentencers' Satisfaction Survey

  • Sports Facility Survey

  • Visitor Survey

  • Communication: New and existing financial products

  • Tourism Focus Groups

  • Mixed Media Advertising Analysis

  • Brand Development & Product Screening

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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