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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

  • Trade-off Pricing Research

  • Broker Relationship Survey

  • Prototype Evaluation

  • Financial Brand Satisfaction Tracking

  • Developing marketing materials for new products

  • Adult Home Care Tracking Product Development

  • Understanding the use of Temporary Labour

  • Compliance Mystery Shopping

  • Marketing consultancy for direct insurance

  • Understanding Local Business Needs

  • Benchmarking Mystery Shopping

  • Understanding Customer Pricing

  • Sentencers' Satisfaction Survey

  • Plasterboard Packaging Research

  • Communication: New and existing financial products

  • Sports Facility Survey

  • Strategic Brand Development

  • Affinities Partner

  • Audience Development Plan

  • International Satisfaction & Development

  • Understanding the Sales Journey Experience from both sides

  • Service Delivery Mystery Shopping

  • Visitor Survey

  • Tourism Focus Groups

  • Housing Scheme Test

  • Mixed Media Advertising Analysis

  • Website Development

  • Global Advertising Campaign

  • Help Desk Mystery Shopping

  • Loyalty Scheme

  • Brand Development & Product Screening

  • Driving business growth

  • Product Development using Ethnography

  • Public Consultation - Waste

  • Public Consultation - Council Tax

  • Reader Satisfaction

  • Cathedral Visitor Survey

  • Competitor Mystery Shopping

  • Staff Surveys

  • Development of the Direct Offering

  • International Competitor Mystery Shopping

  • Satisfaction Survey (Housing)

  • Brand Development

  • Understanding Attrition

  • Comms testing alongside NPD

  • Multi-national Usage & Attitude Survey

  • Brand Image Research

  • New Expert Information Product

  • Revitalising Existing Brand

  • Luxury In-store Display

  • Engaging adults back into education

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

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

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