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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

  • New Expert Information Product

  • Driving business growth

  • Cathedral Visitor Survey

  • Loyalty Scheme

  • Marketing consultancy for direct insurance

  • Comms testing alongside NPD

  • Benchmarking Mystery Shopping

  • Understanding the Sales Journey Experience from both sides

  • International Satisfaction & Development

  • Service Delivery Mystery Shopping

  • Website Development

  • Plasterboard Packaging Research

  • Housing Scheme Test

  • Development of the Direct Offering

  • Understanding Local Business Needs

  • Public Consultation - Council Tax

  • Multi-national Usage & Attitude Survey

  • Product Development using Ethnography

  • Tourism Focus Groups

  • Trade-off Pricing Research

  • Mixed Media Advertising Analysis

  • Financial Brand Satisfaction Tracking

  • Affinities Partner

  • Strategic Brand Development

  • Audience Development Plan

  • Understanding the use of Temporary Labour

  • Brand Development & Product Screening

  • Luxury In-store Display

  • Reader Satisfaction

  • Sentencers' Satisfaction Survey

  • Communication: New and existing financial products

  • Sports Facility Survey

  • Help Desk Mystery Shopping

  • Developing marketing materials for new products

  • Understanding Attrition

  • Understanding Customer Pricing

  • Engaging adults back into education

  • Staff Surveys

  • International Competitor Mystery Shopping

  • Competitor Mystery Shopping

  • Public Consultation - Waste

  • Adult Home Care Tracking Product Development

  • Revitalising Existing Brand

  • Prototype Evaluation

  • Compliance Mystery Shopping

  • Brand Image Research

  • Broker Relationship Survey

  • Global Advertising Campaign

  • Visitor Survey

  • Brand Development

  • Satisfaction Survey (Housing)

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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