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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

  • Staff Surveys

  • Adult Home Care Tracking Product Development

  • Housing Scheme Test

  • Understanding the use of Temporary Labour

  • Audience Development Plan

  • Financial Brand Satisfaction Tracking

  • Mixed Media Advertising Analysis

  • Affinities Partner

  • Sports Facility Survey

  • Help Desk Mystery Shopping

  • Developing marketing materials for new products

  • Service Delivery Mystery Shopping

  • Brand Development

  • Public Consultation - Council Tax

  • Compliance Mystery Shopping

  • Public Consultation - Waste

  • Plasterboard Packaging Research

  • Multi-national Usage & Attitude Survey

  • Marketing consultancy for direct insurance

  • New Expert Information Product

  • Development of the Direct Offering

  • Benchmarking Mystery Shopping

  • Tourism Focus Groups

  • Loyalty Scheme

  • Understanding the Sales Journey Experience from both sides

  • Trade-off Pricing Research

  • Visitor Survey

  • Global Advertising Campaign

  • Understanding Customer Pricing

  • Prototype Evaluation

  • Competitor Mystery Shopping

  • Satisfaction Survey (Housing)

  • International Competitor Mystery Shopping

  • Engaging adults back into education

  • Website Development

  • Understanding Local Business Needs

  • Communication: New and existing financial products

  • Comms testing alongside NPD

  • Driving business growth

  • International Satisfaction & Development

  • Brand Image Research

  • Sentencers' Satisfaction Survey

  • Brand Development & Product Screening

  • Revitalising Existing Brand

  • Cathedral Visitor Survey

  • Product Development using Ethnography

  • Luxury In-store Display

  • Understanding Attrition

  • Strategic Brand Development

  • Reader Satisfaction

  • Broker Relationship Survey

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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