Skip navigation

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

  • Strategic Brand Development

  • Marketing consultancy for direct insurance

  • Adult Home Care Tracking Product Development

  • Trade-off Pricing Research

  • Broker Relationship Survey

  • Visitor Survey

  • Public Consultation - Council Tax

  • Loyalty Scheme

  • Help Desk Mystery Shopping

  • Understanding the use of Temporary Labour

  • Competitor Mystery Shopping

  • Prototype Evaluation

  • Development of the Direct Offering

  • Benchmarking Mystery Shopping

  • Product Development using Ethnography

  • Sports Facility Survey

  • Staff Surveys

  • Financial Brand Satisfaction Tracking

  • Compliance Mystery Shopping

  • Revitalising Existing Brand

  • Audience Development Plan

  • Satisfaction Survey (Housing)

  • Website Development

  • Brand Development

  • Sentencers' Satisfaction Survey

  • Public Consultation - Waste

  • Comms testing alongside NPD

  • Reader Satisfaction

  • Cathedral Visitor Survey

  • Affinities Partner

  • Plasterboard Packaging Research

  • New Expert Information Product

  • Understanding Customer Pricing

  • Brand Image Research

  • Understanding Attrition

  • Mixed Media Advertising Analysis

  • Global Advertising Campaign

  • Understanding the Sales Journey Experience from both sides

  • Developing marketing materials for new products

  • Housing Scheme Test

  • Engaging adults back into education

  • Multi-national Usage & Attitude Survey

  • International Satisfaction & Development

  • Luxury In-store Display

  • Understanding Local Business Needs

  • Service Delivery Mystery Shopping

  • International Competitor Mystery Shopping

  • Tourism Focus Groups

  • Brand Development & Product Screening

  • 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.

Get in touch