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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

  • Cathedral Visitor Survey

  • Affinities Partner

  • Prototype Evaluation

  • Engaging adults back into education

  • Audience Development Plan

  • Understanding the use of Temporary Labour

  • Financial Brand Satisfaction Tracking

  • Benchmarking Mystery Shopping

  • Housing Scheme Test

  • Multi-national Usage & Attitude Survey

  • Satisfaction Survey (Housing)

  • Understanding Local Business Needs

  • Global Advertising Campaign

  • Staff Surveys

  • Driving business growth

  • Tourism Focus Groups

  • Brand Image Research

  • Reader Satisfaction

  • Sports Facility Survey

  • Product Development using Ethnography

  • Development of the Direct Offering

  • Trade-off Pricing Research

  • Marketing consultancy for direct insurance

  • Service Delivery Mystery Shopping

  • Competitor Mystery Shopping

  • Public Consultation - Waste

  • Understanding the Sales Journey Experience from both sides

  • International Competitor Mystery Shopping

  • Website Development

  • Broker Relationship Survey

  • Adult Home Care Tracking Product Development

  • Revitalising Existing Brand

  • Understanding Customer Pricing

  • Developing marketing materials for new products

  • Plasterboard Packaging Research

  • Brand Development & Product Screening

  • International Satisfaction & Development

  • Luxury In-store Display

  • Strategic Brand Development

  • Understanding Attrition

  • Comms testing alongside NPD

  • Help Desk Mystery Shopping

  • New Expert Information Product

  • Compliance Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Loyalty Scheme

  • Communication: New and existing financial products

  • Brand Development

  • Public Consultation - Council Tax

  • Visitor Survey

  • Mixed Media Advertising Analysis

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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