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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

  • International Competitor Mystery Shopping

  • Website Development

  • Strategic Brand Development

  • Understanding Local Business Needs

  • Loyalty Scheme

  • Marketing consultancy for direct insurance

  • Visitor Survey

  • Affinities Partner

  • Compliance Mystery Shopping

  • Understanding Customer Pricing

  • Sports Facility Survey

  • Understanding the use of Temporary Labour

  • Understanding Attrition

  • International Satisfaction & Development

  • Housing Scheme Test

  • Financial Brand Satisfaction Tracking

  • Communication: New and existing financial products

  • Luxury In-store Display

  • Development of the Direct Offering

  • Cathedral Visitor Survey

  • Help Desk Mystery Shopping

  • Comms testing alongside NPD

  • Adult Home Care Tracking Product Development

  • Mixed Media Advertising Analysis

  • Public Consultation - Waste

  • Competitor Mystery Shopping

  • Public Consultation - Council Tax

  • Service Delivery Mystery Shopping

  • Prototype Evaluation

  • Audience Development Plan

  • Benchmarking Mystery Shopping

  • Product Development using Ethnography

  • Understanding the Sales Journey Experience from both sides

  • New Expert Information Product

  • Engaging adults back into education

  • Sentencers' Satisfaction Survey

  • Reader Satisfaction

  • Brand Development & Product Screening

  • Developing marketing materials for new products

  • Multi-national Usage & Attitude Survey

  • Brand Development

  • Tourism Focus Groups

  • Broker Relationship Survey

  • Revitalising Existing Brand

  • Global Advertising Campaign

  • Trade-off Pricing Research

  • Satisfaction Survey (Housing)

  • Staff Surveys

  • Driving business growth

  • Brand Image Research

  • Plasterboard Packaging Research

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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