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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

  • Prototype Evaluation

  • Loyalty Scheme

  • Understanding Local Business Needs

  • Cathedral Visitor Survey

  • Housing Scheme Test

  • Understanding Attrition

  • Comms testing alongside NPD

  • Understanding Customer Pricing

  • Trade-off Pricing Research

  • Developing marketing materials for new products

  • Staff Surveys

  • Brand Development

  • New Expert Information Product

  • Sports Facility Survey

  • Compliance Mystery Shopping

  • Help Desk Mystery Shopping

  • Communication: New and existing financial products

  • Revitalising Existing Brand

  • Tourism Focus Groups

  • Brand Image Research

  • Plasterboard Packaging Research

  • Public Consultation - Waste

  • Engaging adults back into education

  • Competitor Mystery Shopping

  • Broker Relationship Survey

  • Understanding the use of Temporary Labour

  • Brand Development & Product Screening

  • Luxury In-store Display

  • International Satisfaction & Development

  • Reader Satisfaction

  • International Competitor Mystery Shopping

  • Public Consultation - Council Tax

  • Audience Development Plan

  • Driving business growth

  • Sentencers' Satisfaction Survey

  • Product Development using Ethnography

  • Service Delivery Mystery Shopping

  • Understanding the Sales Journey Experience from both sides

  • Affinities Partner

  • Satisfaction Survey (Housing)

  • Multi-national Usage & Attitude Survey

  • Strategic Brand Development

  • Benchmarking Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Website Development

  • Marketing consultancy for direct insurance

  • Adult Home Care Tracking Product Development

  • Global Advertising Campaign

  • Visitor Survey

  • Development of the Direct Offering

  • Mixed Media Advertising Analysis

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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