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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

  • Broker Relationship Survey

  • Development of the Direct Offering

  • Visitor Survey

  • Understanding Attrition

  • Driving business growth

  • Service Delivery Mystery Shopping

  • Website Development

  • Housing Scheme Test

  • International Satisfaction & Development

  • Compliance Mystery Shopping

  • Affinities Partner

  • Staff Surveys

  • Plasterboard Packaging Research

  • Sports Facility Survey

  • Tourism Focus Groups

  • Reader Satisfaction

  • Comms testing alongside NPD

  • Satisfaction Survey (Housing)

  • Developing marketing materials for new products

  • Brand Development

  • Strategic Brand Development

  • Trade-off Pricing Research

  • New Expert Information Product

  • Cathedral Visitor Survey

  • Understanding the use of Temporary Labour

  • Communication: New and existing financial products

  • Competitor Mystery Shopping

  • Understanding Local Business Needs

  • Understanding the Sales Journey Experience from both sides

  • Global Advertising Campaign

  • Multi-national Usage & Attitude Survey

  • Marketing consultancy for direct insurance

  • Prototype Evaluation

  • Revitalising Existing Brand

  • Mixed Media Advertising Analysis

  • Luxury In-store Display

  • Help Desk Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Brand Development & Product Screening

  • Loyalty Scheme

  • Audience Development Plan

  • Engaging adults back into education

  • Brand Image Research

  • Financial Brand Satisfaction Tracking

  • Product Development using Ethnography

  • Public Consultation - Waste

  • Adult Home Care Tracking Product Development

  • International Competitor Mystery Shopping

  • Understanding Customer Pricing

  • Benchmarking Mystery Shopping

  • Public Consultation - Council Tax

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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