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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

  • Engaging adults back into education

  • International Competitor Mystery Shopping

  • Mixed Media Advertising Analysis

  • Sports Facility Survey

  • Cathedral Visitor Survey

  • Adult Home Care Tracking Product Development

  • Brand Development & Product Screening

  • Broker Relationship Survey

  • Prototype Evaluation

  • Visitor Survey

  • Understanding the use of Temporary Labour

  • Staff Surveys

  • Service Delivery Mystery Shopping

  • Audience Development Plan

  • Understanding the Sales Journey Experience from both sides

  • Product Development using Ethnography

  • Benchmarking Mystery Shopping

  • Competitor Mystery Shopping

  • Understanding Local Business Needs

  • Brand Development

  • Trade-off Pricing Research

  • Development of the Direct Offering

  • Housing Scheme Test

  • Loyalty Scheme

  • Revitalising Existing Brand

  • Help Desk Mystery Shopping

  • Luxury In-store Display

  • Understanding Customer Pricing

  • Strategic Brand Development

  • Communication: New and existing financial products

  • Driving business growth

  • Sentencers' Satisfaction Survey

  • Affinities Partner

  • Financial Brand Satisfaction Tracking

  • Brand Image Research

  • Plasterboard Packaging Research

  • Marketing consultancy for direct insurance

  • Developing marketing materials for new products

  • Public Consultation - Waste

  • Comms testing alongside NPD

  • Tourism Focus Groups

  • Satisfaction Survey (Housing)

  • Public Consultation - Council Tax

  • International Satisfaction & Development

  • New Expert Information Product

  • Understanding Attrition

  • Global Advertising Campaign

  • Website Development

  • Multi-national Usage & Attitude Survey

  • Reader Satisfaction

  • Compliance Mystery Shopping

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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