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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

  • Brand Development & Product Screening

  • Visitor Survey

  • Tourism Focus Groups

  • Compliance Mystery Shopping

  • Understanding Attrition

  • Communication: New and existing financial products

  • Understanding Customer Pricing

  • Global Advertising Campaign

  • Loyalty Scheme

  • Benchmarking Mystery Shopping

  • Public Consultation - Waste

  • Satisfaction Survey (Housing)

  • Financial Brand Satisfaction Tracking

  • Marketing consultancy for direct insurance

  • Multi-national Usage & Attitude Survey

  • Service Delivery Mystery Shopping

  • Strategic Brand Development

  • Product Development using Ethnography

  • Prototype Evaluation

  • Understanding the use of Temporary Labour

  • Website Development

  • International Satisfaction & Development

  • Adult Home Care Tracking Product Development

  • Driving business growth

  • Housing Scheme Test

  • Sports Facility Survey

  • Reader Satisfaction

  • Luxury In-store Display

  • Understanding the Sales Journey Experience from both sides

  • Staff Surveys

  • Audience Development Plan

  • Brand Development

  • Developing marketing materials for new products

  • Mixed Media Advertising Analysis

  • Affinities Partner

  • Plasterboard Packaging Research

  • Engaging adults back into education

  • Brand Image Research

  • New Expert Information Product

  • Trade-off Pricing Research

  • Help Desk Mystery Shopping

  • Cathedral Visitor Survey

  • Public Consultation - Council Tax

  • International Competitor Mystery Shopping

  • Development of the Direct Offering

  • Comms testing alongside NPD

  • Competitor Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Broker Relationship Survey

  • Revitalising Existing Brand

  • Understanding Local Business Needs

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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