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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

  • Tourism Focus Groups

  • Broker Relationship Survey

  • Website Development

  • Multi-national Usage & Attitude Survey

  • Plasterboard Packaging Research

  • Help Desk Mystery Shopping

  • Housing Scheme Test

  • Sentencers' Satisfaction Survey

  • Affinities Partner

  • Marketing consultancy for direct insurance

  • Revitalising Existing Brand

  • Reader Satisfaction

  • Brand Development

  • Loyalty Scheme

  • Engaging adults back into education

  • Financial Brand Satisfaction Tracking

  • Public Consultation - Council Tax

  • Trade-off Pricing Research

  • Communication: New and existing financial products

  • International Satisfaction & Development

  • Understanding Local Business Needs

  • Benchmarking Mystery Shopping

  • Sports Facility Survey

  • Competitor Mystery Shopping

  • Mixed Media Advertising Analysis

  • Public Consultation - Waste

  • Brand Development & Product Screening

  • Adult Home Care Tracking Product Development

  • Luxury In-store Display

  • Driving business growth

  • Understanding the use of Temporary Labour

  • Audience Development Plan

  • Brand Image Research

  • Understanding Attrition

  • Prototype Evaluation

  • New Expert Information Product

  • Developing marketing materials for new products

  • Product Development using Ethnography

  • Satisfaction Survey (Housing)

  • Global Advertising Campaign

  • Understanding the Sales Journey Experience from both sides

  • International Competitor Mystery Shopping

  • Service Delivery Mystery Shopping

  • Cathedral Visitor Survey

  • Visitor Survey

  • Staff Surveys

  • Development of the Direct Offering

  • Comms testing alongside NPD

  • Compliance Mystery Shopping

  • Strategic Brand Development

  • Understanding Customer Pricing

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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