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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

  • Plasterboard Packaging Research

  • Understanding Local Business Needs

  • International Satisfaction & Development

  • Prototype Evaluation

  • Service Delivery Mystery Shopping

  • Understanding the Sales Journey Experience from both sides

  • Development of the Direct Offering

  • Revitalising Existing Brand

  • Benchmarking Mystery Shopping

  • Trade-off Pricing Research

  • Tourism Focus Groups

  • Understanding Attrition

  • Product Development using Ethnography

  • Housing Scheme Test

  • Engaging adults back into education

  • Visitor Survey

  • Developing marketing materials for new products

  • Reader Satisfaction

  • Mixed Media Advertising Analysis

  • Brand Development

  • Cathedral Visitor Survey

  • Adult Home Care Tracking Product Development

  • Multi-national Usage & Attitude Survey

  • Comms testing alongside NPD

  • Public Consultation - Waste

  • Broker Relationship Survey

  • Website Development

  • Satisfaction Survey (Housing)

  • Audience Development Plan

  • Brand Development & Product Screening

  • Global Advertising Campaign

  • Luxury In-store Display

  • Communication: New and existing financial products

  • Understanding Customer Pricing

  • Understanding the use of Temporary Labour

  • Public Consultation - Council Tax

  • Loyalty Scheme

  • Affinities Partner

  • Marketing consultancy for direct insurance

  • New Expert Information Product

  • Competitor Mystery Shopping

  • Strategic Brand Development

  • Help Desk Mystery Shopping

  • Brand Image Research

  • Driving business growth

  • Staff Surveys

  • Compliance Mystery Shopping

  • Sports Facility Survey

  • Sentencers' Satisfaction Survey

  • International Competitor Mystery Shopping

  • Financial Brand Satisfaction Tracking

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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