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

  • Development of the Direct Offering

  • Strategic Brand Development

  • Compliance Mystery Shopping

  • Brand Development & Product Screening

  • Product Development using Ethnography

  • Cathedral Visitor Survey

  • Service Delivery Mystery Shopping

  • New Expert Information Product

  • Staff Surveys

  • Brand Image Research

  • Comms testing alongside NPD

  • Prototype Evaluation

  • Understanding Customer Pricing

  • Broker Relationship Survey

  • International Satisfaction & Development

  • Housing Scheme Test

  • Adult Home Care Tracking Product Development

  • Global Advertising Campaign

  • Understanding the use of Temporary Labour

  • Loyalty Scheme

  • Audience Development Plan

  • Affinities Partner

  • Trade-off Pricing Research

  • Driving business growth

  • Competitor Mystery Shopping

  • Luxury In-store Display

  • Sentencers' Satisfaction Survey

  • International Competitor Mystery Shopping

  • Satisfaction Survey (Housing)

  • Help Desk Mystery Shopping

  • Visitor Survey

  • Financial Brand Satisfaction Tracking

  • Brand Development

  • Benchmarking Mystery Shopping

  • Reader Satisfaction

  • Developing marketing materials for new products

  • Revitalising Existing Brand

  • Marketing consultancy for direct insurance

  • Plasterboard Packaging Research

  • Mixed Media Advertising Analysis

  • Tourism Focus Groups

  • Understanding Attrition

  • Multi-national Usage & Attitude Survey

  • Website Development

  • Public Consultation - Waste

  • Understanding Local Business Needs

  • Communication: New and existing financial products

  • Sports Facility Survey

  • Public Consultation - Council Tax

  • Engaging adults back into education

  • Understanding the Sales Journey Experience from both sides

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