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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

  • Luxury In-store Display

  • Revitalising Existing Brand

  • Multi-national Usage & Attitude Survey

  • Brand Image Research

  • Comms testing alongside NPD

  • Development of the Direct Offering

  • Understanding the Sales Journey Experience from both sides

  • Staff Surveys

  • Brand Development & Product Screening

  • Developing marketing materials for new products

  • Trade-off Pricing Research

  • Marketing consultancy for direct insurance

  • Public Consultation - Council Tax

  • Website Development

  • New Expert Information Product

  • Benchmarking Mystery Shopping

  • Sports Facility Survey

  • Tourism Focus Groups

  • Service Delivery Mystery Shopping

  • Global Advertising Campaign

  • Understanding Customer Pricing

  • Sentencers' Satisfaction Survey

  • International Satisfaction & Development

  • Understanding Attrition

  • Reader Satisfaction

  • Adult Home Care Tracking Product Development

  • Product Development using Ethnography

  • Competitor Mystery Shopping

  • Compliance Mystery Shopping

  • Engaging adults back into education

  • Plasterboard Packaging Research

  • Loyalty Scheme

  • Broker Relationship Survey

  • Understanding the use of Temporary Labour

  • Brand Development

  • Communication: New and existing financial products

  • Prototype Evaluation

  • International Competitor Mystery Shopping

  • Understanding Local Business Needs

  • Driving business growth

  • Satisfaction Survey (Housing)

  • Mixed Media Advertising Analysis

  • Audience Development Plan

  • Public Consultation - Waste

  • Housing Scheme Test

  • Strategic Brand Development

  • Help Desk Mystery Shopping

  • Visitor Survey

  • Cathedral Visitor Survey

  • Affinities Partner

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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