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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

  • Brand Image Research

  • Strategic Brand Development

  • Staff Surveys

  • Marketing consultancy for direct insurance

  • Brand Development & Product Screening

  • Satisfaction Survey (Housing)

  • Communication: New and existing financial products

  • New Expert Information Product

  • Plasterboard Packaging Research

  • Financial Brand Satisfaction Tracking

  • Understanding the Sales Journey Experience from both sides

  • Development of the Direct Offering

  • Product Development using Ethnography

  • Engaging adults back into education

  • Affinities Partner

  • Visitor Survey

  • Understanding the use of Temporary Labour

  • Benchmarking Mystery Shopping

  • Understanding Customer Pricing

  • Tourism Focus Groups

  • Loyalty Scheme

  • Global Advertising Campaign

  • International Competitor Mystery Shopping

  • Broker Relationship Survey

  • Public Consultation - Waste

  • Comms testing alongside NPD

  • Prototype Evaluation

  • Housing Scheme Test

  • Driving business growth

  • Revitalising Existing Brand

  • Sports Facility Survey

  • International Satisfaction & Development

  • Multi-national Usage & Attitude Survey

  • Adult Home Care Tracking Product Development

  • Reader Satisfaction

  • Brand Development

  • Understanding Local Business Needs

  • Understanding Attrition

  • Developing marketing materials for new products

  • Luxury In-store Display

  • Audience Development Plan

  • Public Consultation - Council Tax

  • Mixed Media Advertising Analysis

  • Website Development

  • Sentencers' Satisfaction Survey

  • Competitor Mystery Shopping

  • Trade-off Pricing Research

  • Service Delivery Mystery Shopping

  • Compliance Mystery Shopping

  • Cathedral Visitor Survey

  • Help Desk 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

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Contact us to discover how we can help your business today.

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