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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

  • Strategic Brand Development

  • Understanding Attrition

  • International Competitor Mystery Shopping

  • Driving business growth

  • Revitalising Existing Brand

  • International Satisfaction & Development

  • Housing Scheme Test

  • Broker Relationship Survey

  • Service Delivery Mystery Shopping

  • Help Desk Mystery Shopping

  • Tourism Focus Groups

  • Multi-national Usage & Attitude Survey

  • Sentencers' Satisfaction Survey

  • Understanding the Sales Journey Experience from both sides

  • Understanding Local Business Needs

  • Visitor Survey

  • Understanding the use of Temporary Labour

  • Engaging adults back into education

  • Public Consultation - Council Tax

  • Mixed Media Advertising Analysis

  • Website Development

  • Satisfaction Survey (Housing)

  • Developing marketing materials for new products

  • Marketing consultancy for direct insurance

  • Cathedral Visitor Survey

  • Understanding Customer Pricing

  • Luxury In-store Display

  • Affinities Partner

  • Communication: New and existing financial products

  • Trade-off Pricing Research

  • Comms testing alongside NPD

  • Brand Development

  • Prototype Evaluation

  • Loyalty Scheme

  • Brand Development & Product Screening

  • New Expert Information Product

  • Competitor Mystery Shopping

  • Product Development using Ethnography

  • Global Advertising Campaign

  • Development of the Direct Offering

  • Staff Surveys

  • Financial Brand Satisfaction Tracking

  • Adult Home Care Tracking Product Development

  • Sports Facility Survey

  • Public Consultation - Waste

  • Reader Satisfaction

  • Brand Image Research

  • Compliance Mystery Shopping

  • Benchmarking Mystery Shopping

  • 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

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

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