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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

  • Communication: New and existing financial products

  • Reader Satisfaction

  • Global Advertising Campaign

  • Development of the Direct Offering

  • Visitor Survey

  • Strategic Brand Development

  • Revitalising Existing Brand

  • Developing marketing materials for new products

  • Understanding Attrition

  • Understanding Customer Pricing

  • Sports Facility Survey

  • Prototype Evaluation

  • Adult Home Care Tracking Product Development

  • Driving business growth

  • Understanding Local Business Needs

  • Multi-national Usage & Attitude Survey

  • Benchmarking Mystery Shopping

  • Compliance Mystery Shopping

  • International Satisfaction & Development

  • New Expert Information Product

  • Sentencers' Satisfaction Survey

  • Public Consultation - Council Tax

  • Broker Relationship Survey

  • Website Development

  • Public Consultation - Waste

  • Understanding the use of Temporary Labour

  • Luxury In-store Display

  • Audience Development Plan

  • Service Delivery Mystery Shopping

  • Mixed Media Advertising Analysis

  • Marketing consultancy for direct insurance

  • Housing Scheme Test

  • Understanding the Sales Journey Experience from both sides

  • Brand Image Research

  • Brand Development & Product Screening

  • Financial Brand Satisfaction Tracking

  • Plasterboard Packaging Research

  • Competitor Mystery Shopping

  • Affinities Partner

  • Staff Surveys

  • Trade-off Pricing Research

  • Brand Development

  • Loyalty Scheme

  • Cathedral Visitor Survey

  • Satisfaction Survey (Housing)

  • Engaging adults back into education

  • International Competitor Mystery Shopping

  • Product Development using Ethnography

  • Tourism Focus Groups

  • Help Desk Mystery Shopping

  • Comms testing alongside NPD

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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