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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

  • Brand Development

  • Reader Satisfaction

  • Development of the Direct Offering

  • Revitalising Existing Brand

  • Compliance Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Understanding Local Business Needs

  • Understanding the Sales Journey Experience from both sides

  • Multi-national Usage & Attitude Survey

  • Housing Scheme Test

  • Sentencers' Satisfaction Survey

  • Competitor Mystery Shopping

  • Global Advertising Campaign

  • Financial Brand Satisfaction Tracking

  • Understanding Customer Pricing

  • Driving business growth

  • Visitor Survey

  • Cathedral Visitor Survey

  • Help Desk Mystery Shopping

  • Communication: New and existing financial products

  • International Satisfaction & Development

  • Affinities Partner

  • Loyalty Scheme

  • Understanding the use of Temporary Labour

  • Broker Relationship Survey

  • Service Delivery Mystery Shopping

  • Public Consultation - Waste

  • New Expert Information Product

  • Product Development using Ethnography

  • Engaging adults back into education

  • Plasterboard Packaging Research

  • Public Consultation - Council Tax

  • Marketing consultancy for direct insurance

  • Website Development

  • Mixed Media Advertising Analysis

  • Brand Image Research

  • Tourism Focus Groups

  • Developing marketing materials for new products

  • Comms testing alongside NPD

  • Sports Facility Survey

  • International Competitor Mystery Shopping

  • Understanding Attrition

  • Luxury In-store Display

  • Strategic Brand Development

  • Prototype Evaluation

  • Benchmarking Mystery Shopping

  • Trade-off Pricing Research

  • Staff Surveys

  • Audience Development Plan

  • Satisfaction Survey (Housing)

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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