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

  • Competitor Mystery Shopping

  • New Expert Information Product

  • Public Consultation - Waste

  • Strategic Brand Development

  • Understanding Customer Pricing

  • Reader Satisfaction

  • Mixed Media Advertising Analysis

  • Engaging adults back into education

  • Compliance Mystery Shopping

  • Understanding the Sales Journey Experience from both sides

  • Audience Development Plan

  • Global Advertising Campaign

  • Sentencers' Satisfaction Survey

  • Communication: New and existing financial products

  • Cathedral Visitor Survey

  • International Competitor Mystery Shopping

  • Tourism Focus Groups

  • Housing Scheme Test

  • International Satisfaction & Development

  • Loyalty Scheme

  • Sports Facility Survey

  • Understanding the use of Temporary Labour

  • Brand Development

  • Help Desk Mystery Shopping

  • Understanding Local Business Needs

  • Brand Development & Product Screening

  • Product Development using Ethnography

  • Financial Brand Satisfaction Tracking

  • Marketing consultancy for direct insurance

  • Plasterboard Packaging Research

  • Adult Home Care Tracking Product Development

  • Satisfaction Survey (Housing)

  • Developing marketing materials for new products

  • Luxury In-store Display

  • Website Development

  • Revitalising Existing Brand

  • Affinities Partner

  • Driving business growth

  • Staff Surveys

  • Multi-national Usage & Attitude Survey

  • Broker Relationship Survey

  • Service Delivery Mystery Shopping

  • Brand Image Research

  • Visitor Survey

  • Trade-off Pricing Research

  • Public Consultation - Council Tax

  • Understanding Attrition

  • Comms testing alongside NPD

  • Development of the Direct Offering

  • Prototype Evaluation

  • Benchmarking 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

Ready to find out more?

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

Get in touch