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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

  • Understanding Customer Pricing

  • New Expert Information Product

  • Understanding Local Business Needs

  • Development of the Direct Offering

  • Service Delivery Mystery Shopping

  • Benchmarking Mystery Shopping

  • Strategic Brand Development

  • Website Development

  • Prototype Evaluation

  • Trade-off Pricing Research

  • Marketing consultancy for direct insurance

  • Cathedral Visitor Survey

  • Help Desk Mystery Shopping

  • Engaging adults back into education

  • Understanding Attrition

  • Public Consultation - Waste

  • Affinities Partner

  • Loyalty Scheme

  • Sentencers' Satisfaction Survey

  • Driving business growth

  • Housing Scheme Test

  • Broker Relationship Survey

  • Tourism Focus Groups

  • Understanding the use of Temporary Labour

  • Luxury In-store Display

  • Understanding the Sales Journey Experience from both sides

  • Brand Development & Product Screening

  • Visitor Survey

  • Brand Image Research

  • Adult Home Care Tracking Product Development

  • Mixed Media Advertising Analysis

  • International Satisfaction & Development

  • Comms testing alongside NPD

  • International Competitor Mystery Shopping

  • Product Development using Ethnography

  • Communication: New and existing financial products

  • Public Consultation - Council Tax

  • Brand Development

  • Compliance Mystery Shopping

  • Global Advertising Campaign

  • Reader Satisfaction

  • Financial Brand Satisfaction Tracking

  • Developing marketing materials for new products

  • Satisfaction Survey (Housing)

  • Revitalising Existing Brand

  • Competitor Mystery Shopping

  • Plasterboard Packaging Research

  • Multi-national Usage & Attitude Survey

  • Staff Surveys

  • Sports Facility Survey

  • Audience Development Plan

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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