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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

  • Benchmarking Mystery Shopping

  • Understanding the use of Temporary Labour

  • Tourism Focus Groups

  • New Expert Information Product

  • Understanding Local Business Needs

  • Plasterboard Packaging Research

  • Understanding Attrition

  • Luxury In-store Display

  • Brand Development

  • Service Delivery Mystery Shopping

  • Website Development

  • Brand Development & Product Screening

  • Financial Brand Satisfaction Tracking

  • Global Advertising Campaign

  • Comms testing alongside NPD

  • Staff Surveys

  • Product Development using Ethnography

  • Engaging adults back into education

  • International Competitor Mystery Shopping

  • Development of the Direct Offering

  • Multi-national Usage & Attitude Survey

  • Sentencers' Satisfaction Survey

  • International Satisfaction & Development

  • Brand Image Research

  • Public Consultation - Waste

  • Loyalty Scheme

  • Housing Scheme Test

  • Adult Home Care Tracking Product Development

  • Developing marketing materials for new products

  • Broker Relationship Survey

  • Audience Development Plan

  • Cathedral Visitor Survey

  • Prototype Evaluation

  • Revitalising Existing Brand

  • Strategic Brand Development

  • Understanding the Sales Journey Experience from both sides

  • Compliance Mystery Shopping

  • Sports Facility Survey

  • Affinities Partner

  • Reader Satisfaction

  • Communication: New and existing financial products

  • Trade-off Pricing Research

  • Understanding Customer Pricing

  • Marketing consultancy for direct insurance

  • Competitor Mystery Shopping

  • Visitor Survey

  • Mixed Media Advertising Analysis

  • Satisfaction Survey (Housing)

  • Help Desk Mystery Shopping

  • Public Consultation - Council Tax

  • Driving business growth

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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