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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

  • Understanding Local Business Needs

  • Brand Image Research

  • Comms testing alongside NPD

  • Communication: New and existing financial products

  • Developing marketing materials for new products

  • Marketing consultancy for direct insurance

  • Staff Surveys

  • New Expert Information Product

  • Housing Scheme Test

  • Benchmarking Mystery Shopping

  • Understanding Attrition

  • Understanding Customer Pricing

  • Reader Satisfaction

  • Help Desk Mystery Shopping

  • Visitor Survey

  • Revitalising Existing Brand

  • Public Consultation - Waste

  • Driving business growth

  • Development of the Direct Offering

  • Satisfaction Survey (Housing)

  • Brand Development & Product Screening

  • Understanding the Sales Journey Experience from both sides

  • Brand Development

  • Broker Relationship Survey

  • Trade-off Pricing Research

  • Adult Home Care Tracking Product Development

  • Product Development using Ethnography

  • Loyalty Scheme

  • Financial Brand Satisfaction Tracking

  • Cathedral Visitor Survey

  • Luxury In-store Display

  • Engaging adults back into education

  • International Competitor Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Prototype Evaluation

  • Audience Development Plan

  • Tourism Focus Groups

  • Strategic Brand Development

  • Mixed Media Advertising Analysis

  • Public Consultation - Council Tax

  • Plasterboard Packaging Research

  • Sentencers' Satisfaction Survey

  • Competitor Mystery Shopping

  • Service Delivery Mystery Shopping

  • International Satisfaction & Development

  • Website Development

  • Affinities Partner

  • Global Advertising Campaign

  • Sports Facility Survey

  • Compliance Mystery Shopping

  • Understanding the use of Temporary Labour

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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