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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

  • Website Development

  • Comms testing alongside NPD

  • Staff Surveys

  • Understanding Customer Pricing

  • Tourism Focus Groups

  • Brand Development

  • Multi-national Usage & Attitude Survey

  • Sports Facility Survey

  • Understanding the Sales Journey Experience from both sides

  • Brand Image Research

  • Satisfaction Survey (Housing)

  • Reader Satisfaction

  • Mixed Media Advertising Analysis

  • Housing Scheme Test

  • Engaging adults back into education

  • Marketing consultancy for direct insurance

  • International Satisfaction & Development

  • New Expert Information Product

  • International Competitor Mystery Shopping

  • Brand Development & Product Screening

  • Adult Home Care Tracking Product Development

  • Developing marketing materials for new products

  • Understanding Attrition

  • Trade-off Pricing Research

  • Understanding the use of Temporary Labour

  • Revitalising Existing Brand

  • Financial Brand Satisfaction Tracking

  • Benchmarking Mystery Shopping

  • Cathedral Visitor Survey

  • Audience Development Plan

  • Communication: New and existing financial products

  • Product Development using Ethnography

  • Affinities Partner

  • Loyalty Scheme

  • Strategic Brand Development

  • Public Consultation - Waste

  • Understanding Local Business Needs

  • Luxury In-store Display

  • Global Advertising Campaign

  • Competitor Mystery Shopping

  • Compliance Mystery Shopping

  • Service Delivery Mystery Shopping

  • Driving business growth

  • Sentencers' Satisfaction Survey

  • Prototype Evaluation

  • Visitor Survey

  • Broker Relationship Survey

  • Plasterboard Packaging Research

  • Public Consultation - Council Tax

  • Help Desk Mystery Shopping

  • Development of the Direct Offering

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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