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

  • Service Delivery Mystery Shopping

  • Understanding Local Business Needs

  • Development of the Direct Offering

  • Understanding the Sales Journey Experience from both sides

  • Satisfaction Survey (Housing)

  • Understanding Customer Pricing

  • Reader Satisfaction

  • Help Desk Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Public Consultation - Council Tax

  • Communication: New and existing financial products

  • Sentencers' Satisfaction Survey

  • Brand Development

  • Brand Image Research

  • Financial Brand Satisfaction Tracking

  • Comms testing alongside NPD

  • Affinities Partner

  • Strategic Brand Development

  • International Competitor Mystery Shopping

  • New Expert Information Product

  • Compliance Mystery Shopping

  • Product Development using Ethnography

  • Global Advertising Campaign

  • Trade-off Pricing Research

  • Broker Relationship Survey

  • International Satisfaction & Development

  • Adult Home Care Tracking Product Development

  • Brand Development & Product Screening

  • Website Development

  • Luxury In-store Display

  • Public Consultation - Waste

  • Marketing consultancy for direct insurance

  • Prototype Evaluation

  • Audience Development Plan

  • Developing marketing materials for new products

  • Cathedral Visitor Survey

  • Understanding the use of Temporary Labour

  • Mixed Media Advertising Analysis

  • Understanding Attrition

  • Engaging adults back into education

  • Staff Surveys

  • Tourism Focus Groups

  • Driving business growth

  • Visitor Survey

  • Competitor Mystery Shopping

  • Loyalty Scheme

  • Revitalising Existing Brand

  • Benchmarking Mystery Shopping

  • Sports Facility Survey

  • Plasterboard Packaging Research

  • Housing Scheme Test

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