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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

  • Financial Brand Satisfaction Tracking

  • Marketing consultancy for direct insurance

  • Understanding Attrition

  • Public Consultation - Waste

  • International Competitor Mystery Shopping

  • Broker Relationship Survey

  • Competitor Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Affinities Partner

  • Communication: New and existing financial products

  • Cathedral Visitor Survey

  • Trade-off Pricing Research

  • Housing Scheme Test

  • Prototype Evaluation

  • Plasterboard Packaging Research

  • Visitor Survey

  • International Satisfaction & Development

  • Product Development using Ethnography

  • Brand Development & Product Screening

  • Strategic Brand Development

  • Understanding Local Business Needs

  • Understanding the Sales Journey Experience from both sides

  • Service Delivery Mystery Shopping

  • Luxury In-store Display

  • Help Desk Mystery Shopping

  • Revitalising Existing Brand

  • Adult Home Care Tracking Product Development

  • Audience Development Plan

  • Compliance Mystery Shopping

  • Brand Development

  • Driving business growth

  • Website Development

  • Staff Surveys

  • Benchmarking Mystery Shopping

  • Mixed Media Advertising Analysis

  • Development of the Direct Offering

  • Reader Satisfaction

  • Public Consultation - Council Tax

  • Understanding the use of Temporary Labour

  • Comms testing alongside NPD

  • Understanding Customer Pricing

  • Sentencers' Satisfaction Survey

  • Satisfaction Survey (Housing)

  • Loyalty Scheme

  • Engaging adults back into education

  • Brand Image Research

  • Developing marketing materials for new products

  • Tourism Focus Groups

  • New Expert Information Product

  • Global Advertising Campaign

  • Sports Facility Survey

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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