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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

  • Housing Scheme Test

  • Sentencers' Satisfaction Survey

  • Help Desk Mystery Shopping

  • Loyalty Scheme

  • Development of the Direct Offering

  • Plasterboard Packaging Research

  • Product Development using Ethnography

  • Tourism Focus Groups

  • Multi-national Usage & Attitude Survey

  • Comms testing alongside NPD

  • Reader Satisfaction

  • Affinities Partner

  • Public Consultation - Council Tax

  • Global Advertising Campaign

  • Public Consultation - Waste

  • Engaging adults back into education

  • Brand Development & Product Screening

  • Mixed Media Advertising Analysis

  • New Expert Information Product

  • Understanding the Sales Journey Experience from both sides

  • Sports Facility Survey

  • Understanding Customer Pricing

  • International Competitor Mystery Shopping

  • Staff Surveys

  • Financial Brand Satisfaction Tracking

  • Marketing consultancy for direct insurance

  • Driving business growth

  • Benchmarking Mystery Shopping

  • Broker Relationship Survey

  • Adult Home Care Tracking Product Development

  • Understanding Local Business Needs

  • Understanding Attrition

  • Revitalising Existing Brand

  • Cathedral Visitor Survey

  • Brand Image Research

  • Compliance Mystery Shopping

  • Strategic Brand Development

  • Brand Development

  • Luxury In-store Display

  • Prototype Evaluation

  • Communication: New and existing financial products

  • Satisfaction Survey (Housing)

  • Website Development

  • Trade-off Pricing Research

  • Visitor Survey

  • Developing marketing materials for new products

  • Service Delivery Mystery Shopping

  • Competitor Mystery Shopping

  • International Satisfaction & Development

  • Audience Development Plan

  • Understanding the use of Temporary Labour

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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