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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

  • Understanding Attrition

  • New Expert Information Product

  • Audience Development Plan

  • Brand Development

  • Trade-off Pricing Research

  • Development of the Direct Offering

  • Competitor Mystery Shopping

  • Prototype Evaluation

  • Luxury In-store Display

  • Broker Relationship Survey

  • Understanding the Sales Journey Experience from both sides

  • Affinities Partner

  • Tourism Focus Groups

  • Benchmarking Mystery Shopping

  • Product Development using Ethnography

  • Public Consultation - Council Tax

  • Understanding Customer Pricing

  • Sentencers' Satisfaction Survey

  • Engaging adults back into education

  • Housing Scheme Test

  • Financial Brand Satisfaction Tracking

  • Staff Surveys

  • International Satisfaction & Development

  • Visitor Survey

  • Cathedral Visitor Survey

  • Brand Image Research

  • International Competitor Mystery Shopping

  • Mixed Media Advertising Analysis

  • Satisfaction Survey (Housing)

  • Brand Development & Product Screening

  • Revitalising Existing Brand

  • Public Consultation - Waste

  • Service Delivery Mystery Shopping

  • Strategic Brand Development

  • Plasterboard Packaging Research

  • Sports Facility Survey

  • Understanding Local Business Needs

  • Global Advertising Campaign

  • Multi-national Usage & Attitude Survey

  • Developing marketing materials for new products

  • Adult Home Care Tracking Product Development

  • Help Desk Mystery Shopping

  • Comms testing alongside NPD

  • Marketing consultancy for direct insurance

  • Driving business growth

  • Website Development

  • Loyalty Scheme

  • Communication: New and existing financial products

  • Reader Satisfaction

  • Understanding the use of Temporary Labour

  • Compliance Mystery Shopping

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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