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

  • Loyalty Scheme

  • Understanding Local Business Needs

  • Compliance Mystery Shopping

  • Revitalising Existing Brand

  • Driving business growth

  • Competitor Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Mixed Media Advertising Analysis

  • Understanding the Sales Journey Experience from both sides

  • Developing marketing materials for new products

  • Understanding Attrition

  • Tourism Focus Groups

  • Visitor Survey

  • Brand Development & Product Screening

  • Reader Satisfaction

  • Sports Facility Survey

  • Prototype Evaluation

  • Plasterboard Packaging Research

  • Help Desk Mystery Shopping

  • Global Advertising Campaign

  • Trade-off Pricing Research

  • Engaging adults back into education

  • Brand Image Research

  • Strategic Brand Development

  • Development of the Direct Offering

  • International Competitor Mystery Shopping

  • Benchmarking Mystery Shopping

  • Product Development using Ethnography

  • New Expert Information Product

  • Adult Home Care Tracking Product Development

  • Audience Development Plan

  • Communication: New and existing financial products

  • Affinities Partner

  • Public Consultation - Council Tax

  • Public Consultation - Waste

  • Understanding Customer Pricing

  • Website Development

  • Financial Brand Satisfaction Tracking

  • Cathedral Visitor Survey

  • Marketing consultancy for direct insurance

  • Satisfaction Survey (Housing)

  • International Satisfaction & Development

  • Service Delivery Mystery Shopping

  • Housing Scheme Test

  • Brand Development

  • Sentencers' Satisfaction Survey

  • Staff Surveys

  • Luxury In-store Display

  • Comms testing alongside NPD

  • Understanding the use of Temporary Labour

  • Broker Relationship 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.

Get in touch