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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

  • Staff Surveys

  • Cathedral Visitor Survey

  • Plasterboard Packaging Research

  • Luxury In-store Display

  • Public Consultation - Council Tax

  • Satisfaction Survey (Housing)

  • Sports Facility Survey

  • Global Advertising Campaign

  • Engaging adults back into education

  • Revitalising Existing Brand

  • Comms testing alongside NPD

  • Tourism Focus Groups

  • Driving business growth

  • Adult Home Care Tracking Product Development

  • Understanding Local Business Needs

  • Communication: New and existing financial products

  • Product Development using Ethnography

  • International Competitor Mystery Shopping

  • Prototype Evaluation

  • Marketing consultancy for direct insurance

  • International Satisfaction & Development

  • Competitor Mystery Shopping

  • Mixed Media Advertising Analysis

  • Help Desk Mystery Shopping

  • Understanding Customer Pricing

  • Affinities Partner

  • Financial Brand Satisfaction Tracking

  • Multi-national Usage & Attitude Survey

  • Developing marketing materials for new products

  • Loyalty Scheme

  • Strategic Brand Development

  • Audience Development Plan

  • Brand Development

  • Benchmarking Mystery Shopping

  • Broker Relationship Survey

  • Service Delivery Mystery Shopping

  • Trade-off Pricing Research

  • Housing Scheme Test

  • Public Consultation - Waste

  • Website Development

  • Brand Image Research

  • Reader Satisfaction

  • New Expert Information Product

  • Visitor Survey

  • Understanding the use of Temporary Labour

  • Understanding the Sales Journey Experience from both sides

  • Compliance Mystery Shopping

  • Development of the Direct Offering

  • Brand Development & Product Screening

  • Understanding Attrition

  • Sentencers' Satisfaction 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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