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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

  • Mixed Media Advertising Analysis

  • Tourism Focus Groups

  • Understanding Local Business Needs

  • Understanding the Sales Journey Experience from both sides

  • Visitor Survey

  • International Competitor Mystery Shopping

  • Satisfaction Survey (Housing)

  • Loyalty Scheme

  • Communication: New and existing financial products

  • Service Delivery Mystery Shopping

  • Affinities Partner

  • New Expert Information Product

  • Strategic Brand Development

  • Brand Development & Product Screening

  • Compliance Mystery Shopping

  • Housing Scheme Test

  • Financial Brand Satisfaction Tracking

  • Comms testing alongside NPD

  • International Satisfaction & Development

  • Luxury In-store Display

  • Developing marketing materials for new products

  • Product Development using Ethnography

  • Sentencers' Satisfaction Survey

  • Understanding Attrition

  • Brand Development

  • Global Advertising Campaign

  • Reader Satisfaction

  • Sports Facility Survey

  • Cathedral Visitor Survey

  • Development of the Direct Offering

  • Driving business growth

  • Staff Surveys

  • Engaging adults back into education

  • Adult Home Care Tracking Product Development

  • Understanding Customer Pricing

  • Public Consultation - Council Tax

  • Broker Relationship Survey

  • Multi-national Usage & Attitude Survey

  • Revitalising Existing Brand

  • Understanding the use of Temporary Labour

  • Competitor Mystery Shopping

  • Help Desk Mystery Shopping

  • Trade-off Pricing Research

  • Benchmarking Mystery Shopping

  • Marketing consultancy for direct insurance

  • Website Development

  • Brand Image Research

  • Public Consultation - Waste

  • Plasterboard Packaging Research

  • 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

Ready to find out more?

Contact us to discover how we can help your business today.

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