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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

  • Staff Surveys

  • Broker Relationship Survey

  • Visitor Survey

  • Understanding Attrition

  • Brand Image Research

  • International Competitor Mystery Shopping

  • Compliance Mystery Shopping

  • Public Consultation - Council Tax

  • International Satisfaction & Development

  • Financial Brand Satisfaction Tracking

  • Satisfaction Survey (Housing)

  • Global Advertising Campaign

  • Tourism Focus Groups

  • Product Development using Ethnography

  • Prototype Evaluation

  • Sports Facility Survey

  • Understanding Local Business Needs

  • Affinities Partner

  • Understanding the Sales Journey Experience from both sides

  • Comms testing alongside NPD

  • Competitor Mystery Shopping

  • Public Consultation - Waste

  • Luxury In-store Display

  • Housing Scheme Test

  • Loyalty Scheme

  • New Expert Information Product

  • Adult Home Care Tracking Product Development

  • Audience Development Plan

  • Brand Development & Product Screening

  • Brand Development

  • Engaging adults back into education

  • Mixed Media Advertising Analysis

  • Marketing consultancy for direct insurance

  • Service Delivery Mystery Shopping

  • Trade-off Pricing Research

  • Communication: New and existing financial products

  • Benchmarking Mystery Shopping

  • Plasterboard Packaging Research

  • Revitalising Existing Brand

  • Reader Satisfaction

  • Development of the Direct Offering

  • Website Development

  • Driving business growth

  • Understanding Customer Pricing

  • Understanding the use of Temporary Labour

  • Sentencers' Satisfaction Survey

  • Developing marketing materials for new products

  • Cathedral Visitor Survey

  • Multi-national Usage & Attitude Survey

  • Help Desk 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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