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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

  • Adult Home Care Tracking Product Development

  • Understanding Local Business Needs

  • Broker Relationship Survey

  • Mixed Media Advertising Analysis

  • Multi-national Usage & Attitude Survey

  • Visitor Survey

  • Prototype Evaluation

  • Affinities Partner

  • Product Development using Ethnography

  • Reader Satisfaction

  • New Expert Information Product

  • Revitalising Existing Brand

  • Financial Brand Satisfaction Tracking

  • Understanding the Sales Journey Experience from both sides

  • Tourism Focus Groups

  • Public Consultation - Council Tax

  • Staff Surveys

  • Global Advertising Campaign

  • Loyalty Scheme

  • Brand Image Research

  • Comms testing alongside NPD

  • Luxury In-store Display

  • Public Consultation - Waste

  • Brand Development & Product Screening

  • Strategic Brand Development

  • Benchmarking Mystery Shopping

  • Development of the Direct Offering

  • Help Desk Mystery Shopping

  • Website Development

  • Driving business growth

  • Understanding the use of Temporary Labour

  • International Satisfaction & Development

  • Satisfaction Survey (Housing)

  • International Competitor Mystery Shopping

  • Understanding Attrition

  • Audience Development Plan

  • Housing Scheme Test

  • Trade-off Pricing Research

  • Cathedral Visitor Survey

  • Competitor Mystery Shopping

  • Plasterboard Packaging Research

  • Communication: New and existing financial products

  • Service Delivery Mystery Shopping

  • Compliance Mystery Shopping

  • Marketing consultancy for direct insurance

  • Sports Facility Survey

  • Engaging adults back into education

  • Sentencers' Satisfaction Survey

  • Developing marketing materials for new products

  • 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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