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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

  • Multi-national Usage & Attitude Survey

  • Satisfaction Survey (Housing)

  • Marketing consultancy for direct insurance

  • Comms testing alongside NPD

  • Trade-off Pricing Research

  • Housing Scheme Test

  • New Expert Information Product

  • Compliance Mystery Shopping

  • Tourism Focus Groups

  • Understanding Local Business Needs

  • Luxury In-store Display

  • Adult Home Care Tracking Product Development

  • Sports Facility Survey

  • Audience Development Plan

  • Service Delivery Mystery Shopping

  • Understanding Customer Pricing

  • Staff Surveys

  • Brand Development & Product Screening

  • Public Consultation - Waste

  • Help Desk Mystery Shopping

  • Product Development using Ethnography

  • Revitalising Existing Brand

  • Public Consultation - Council Tax

  • Understanding Attrition

  • International Competitor Mystery Shopping

  • Website Development

  • Engaging adults back into education

  • Broker Relationship Survey

  • Visitor Survey

  • Cathedral Visitor Survey

  • Understanding the Sales Journey Experience from both sides

  • Driving business growth

  • Plasterboard Packaging Research

  • Developing marketing materials for new products

  • Understanding the use of Temporary Labour

  • Competitor Mystery Shopping

  • Strategic Brand Development

  • Affinities Partner

  • Prototype Evaluation

  • Benchmarking Mystery Shopping

  • Mixed Media Advertising Analysis

  • Communication: New and existing financial products

  • Brand Image Research

  • Financial Brand Satisfaction Tracking

  • Sentencers' Satisfaction Survey

  • Brand Development

  • International Satisfaction & Development

  • Global Advertising Campaign

  • Development of the Direct Offering

  • Reader Satisfaction

  • Loyalty Scheme

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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