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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

  • Luxury In-store Display

  • Engaging adults back into education

  • Sports Facility Survey

  • Communication: New and existing financial products

  • Understanding the Sales Journey Experience from both sides

  • Brand Development

  • Marketing consultancy for direct insurance

  • Development of the Direct Offering

  • Compliance Mystery Shopping

  • Brand Development & Product Screening

  • Public Consultation - Waste

  • Understanding Local Business Needs

  • Reader Satisfaction

  • Service Delivery Mystery Shopping

  • Cathedral Visitor Survey

  • Visitor Survey

  • Brand Image Research

  • Multi-national Usage & Attitude Survey

  • Housing Scheme Test

  • Adult Home Care Tracking Product Development

  • Tourism Focus Groups

  • Public Consultation - Council Tax

  • Product Development using Ethnography

  • International Satisfaction & Development

  • New Expert Information Product

  • Audience Development Plan

  • Financial Brand Satisfaction Tracking

  • Trade-off Pricing Research

  • Prototype Evaluation

  • Global Advertising Campaign

  • Benchmarking Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Plasterboard Packaging Research

  • Broker Relationship Survey

  • Competitor Mystery Shopping

  • Strategic Brand Development

  • Comms testing alongside NPD

  • Mixed Media Advertising Analysis

  • Satisfaction Survey (Housing)

  • Revitalising Existing Brand

  • Staff Surveys

  • Driving business growth

  • Understanding the use of Temporary Labour

  • Help Desk Mystery Shopping

  • Understanding Customer Pricing

  • International Competitor Mystery Shopping

  • Loyalty Scheme

  • Affinities Partner

  • Website Development

  • Developing marketing materials for new products

  • Understanding Attrition

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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