Skip navigation

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

  • Broker Relationship Survey

  • Tourism Focus Groups

  • Competitor Mystery Shopping

  • Sports Facility Survey

  • Trade-off Pricing Research

  • Brand Image Research

  • Visitor Survey

  • Understanding the Sales Journey Experience from both sides

  • Staff Surveys

  • Financial Brand Satisfaction Tracking

  • Benchmarking Mystery Shopping

  • Website Development

  • Understanding Attrition

  • Strategic Brand Development

  • Adult Home Care Tracking Product Development

  • Affinities Partner

  • Compliance Mystery Shopping

  • Mixed Media Advertising Analysis

  • Housing Scheme Test

  • Public Consultation - Council Tax

  • Development of the Direct Offering

  • International Satisfaction & Development

  • Public Consultation - Waste

  • Comms testing alongside NPD

  • Loyalty Scheme

  • Understanding the use of Temporary Labour

  • Engaging adults back into education

  • Audience Development Plan

  • Understanding Customer Pricing

  • Global Advertising Campaign

  • Plasterboard Packaging Research

  • Brand Development

  • Developing marketing materials for new products

  • Understanding Local Business Needs

  • Luxury In-store Display

  • Service Delivery Mystery Shopping

  • Prototype Evaluation

  • Revitalising Existing Brand

  • Help Desk Mystery Shopping

  • Brand Development & Product Screening

  • Communication: New and existing financial products

  • Product Development using Ethnography

  • Sentencers' Satisfaction Survey

  • Satisfaction Survey (Housing)

  • Driving business growth

  • Multi-national Usage & Attitude Survey

  • Cathedral Visitor Survey

  • Marketing consultancy for direct insurance

  • New Expert Information Product

  • International Competitor Mystery Shopping

  • Reader Satisfaction

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.

Get in touch