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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

  • Competitor Mystery Shopping

  • Visitor Survey

  • Staff Surveys

  • Engaging adults back into education

  • Public Consultation - Council Tax

  • Understanding Attrition

  • Understanding Customer Pricing

  • Understanding the Sales Journey Experience from both sides

  • Driving business growth

  • Mixed Media Advertising Analysis

  • Service Delivery Mystery Shopping

  • Broker Relationship Survey

  • Understanding the use of Temporary Labour

  • Satisfaction Survey (Housing)

  • Marketing consultancy for direct insurance

  • Multi-national Usage & Attitude Survey

  • Revitalising Existing Brand

  • Audience Development Plan

  • Strategic Brand Development

  • Luxury In-store Display

  • Developing marketing materials for new products

  • Reader Satisfaction

  • Prototype Evaluation

  • International Satisfaction & Development

  • Sports Facility Survey

  • Comms testing alongside NPD

  • Cathedral Visitor Survey

  • Brand Development

  • Affinities Partner

  • Development of the Direct Offering

  • Tourism Focus Groups

  • Public Consultation - Waste

  • Financial Brand Satisfaction Tracking

  • Benchmarking Mystery Shopping

  • Trade-off Pricing Research

  • Plasterboard Packaging Research

  • Brand Development & Product Screening

  • Global Advertising Campaign

  • Website Development

  • Product Development using Ethnography

  • Brand Image Research

  • New Expert Information Product

  • Housing Scheme Test

  • Compliance Mystery Shopping

  • Help Desk Mystery Shopping

  • Loyalty Scheme

  • Understanding Local Business Needs

  • International Competitor Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Communication: New and existing financial products

  • Adult Home Care Tracking Product Development

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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