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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

  • Satisfaction Survey (Housing)

  • Public Consultation - Waste

  • Financial Brand Satisfaction Tracking

  • Broker Relationship Survey

  • Luxury In-store Display

  • Reader Satisfaction

  • Understanding Local Business Needs

  • International Satisfaction & Development

  • Adult Home Care Tracking Product Development

  • Comms testing alongside NPD

  • Understanding the Sales Journey Experience from both sides

  • Global Advertising Campaign

  • Sports Facility Survey

  • Visitor Survey

  • Cathedral Visitor Survey

  • Engaging adults back into education

  • Compliance Mystery Shopping

  • Marketing consultancy for direct insurance

  • Affinities Partner

  • Competitor Mystery Shopping

  • Brand Image Research

  • Loyalty Scheme

  • Understanding the use of Temporary Labour

  • Trade-off Pricing Research

  • Prototype Evaluation

  • Communication: New and existing financial products

  • Understanding Customer Pricing

  • Brand Development

  • Revitalising Existing Brand

  • Developing marketing materials for new products

  • Audience Development Plan

  • Tourism Focus Groups

  • Service Delivery Mystery Shopping

  • Brand Development & Product Screening

  • Benchmarking Mystery Shopping

  • Strategic Brand Development

  • Multi-national Usage & Attitude Survey

  • Sentencers' Satisfaction Survey

  • Staff Surveys

  • Plasterboard Packaging Research

  • Help Desk Mystery Shopping

  • Public Consultation - Council Tax

  • Product Development using Ethnography

  • Understanding Attrition

  • Mixed Media Advertising Analysis

  • Housing Scheme Test

  • New Expert Information Product

  • International Competitor Mystery Shopping

  • Website Development

  • Driving business growth

  • Development of the Direct Offering

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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