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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

  • Service Delivery Mystery Shopping

  • Housing Scheme Test

  • Understanding the use of Temporary Labour

  • Marketing consultancy for direct insurance

  • International Competitor Mystery Shopping

  • Website Development

  • Affinities Partner

  • Revitalising Existing Brand

  • Development of the Direct Offering

  • Reader Satisfaction

  • Public Consultation - Waste

  • Tourism Focus Groups

  • Staff Surveys

  • Plasterboard Packaging Research

  • Loyalty Scheme

  • Understanding Attrition

  • Audience Development Plan

  • Brand Image Research

  • New Expert Information Product

  • Multi-national Usage & Attitude Survey

  • Adult Home Care Tracking Product Development

  • Driving business growth

  • Visitor Survey

  • Developing marketing materials for new products

  • Broker Relationship Survey

  • Benchmarking Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Help Desk Mystery Shopping

  • Strategic Brand Development

  • Public Consultation - Council Tax

  • Understanding the Sales Journey Experience from both sides

  • Comms testing alongside NPD

  • Satisfaction Survey (Housing)

  • Mixed Media Advertising Analysis

  • Sports Facility Survey

  • Cathedral Visitor Survey

  • Financial Brand Satisfaction Tracking

  • Product Development using Ethnography

  • International Satisfaction & Development

  • Engaging adults back into education

  • Understanding Customer Pricing

  • Competitor Mystery Shopping

  • Compliance Mystery Shopping

  • Prototype Evaluation

  • Understanding Local Business Needs

  • Trade-off Pricing Research

  • Luxury In-store Display

  • Brand Development

  • Brand Development & Product Screening

  • Global Advertising Campaign

  • Communication: New and existing financial products

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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