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

  • Staff Surveys

  • Understanding the use of Temporary Labour

  • Broker Relationship Survey

  • Service Delivery Mystery Shopping

  • Understanding Attrition

  • Sports Facility Survey

  • Competitor Mystery Shopping

  • Public Consultation - Council Tax

  • Prototype Evaluation

  • Comms testing alongside NPD

  • Product Development using Ethnography

  • Understanding the Sales Journey Experience from both sides

  • Driving business growth

  • Tourism Focus Groups

  • Plasterboard Packaging Research

  • Adult Home Care Tracking Product Development

  • Multi-national Usage & Attitude Survey

  • Development of the Direct Offering

  • Loyalty Scheme

  • Sentencers' Satisfaction Survey

  • Understanding Local Business Needs

  • Benchmarking Mystery Shopping

  • Help Desk Mystery Shopping

  • Global Advertising Campaign

  • International Competitor Mystery Shopping

  • Understanding Customer Pricing

  • Financial Brand Satisfaction Tracking

  • Public Consultation - Waste

  • Satisfaction Survey (Housing)

  • Developing marketing materials for new products

  • Reader Satisfaction

  • Trade-off Pricing Research

  • Mixed Media Advertising Analysis

  • Marketing consultancy for direct insurance

  • Affinities Partner

  • International Satisfaction & Development

  • Strategic Brand Development

  • Brand Image Research

  • Brand Development

  • Engaging adults back into education

  • Website Development

  • Revitalising Existing Brand

  • Compliance Mystery Shopping

  • Visitor Survey

  • Audience Development Plan

  • Luxury In-store Display

  • New Expert Information Product

  • Cathedral Visitor Survey

  • Brand Development & Product Screening

  • Housing Scheme Test

  • 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.

Get in touch