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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

  • Broker Relationship Survey

  • Understanding Local Business Needs

  • Service Delivery Mystery Shopping

  • Plasterboard Packaging Research

  • Understanding the use of Temporary Labour

  • Comms testing alongside NPD

  • Visitor Survey

  • Product Development using Ethnography

  • Benchmarking Mystery Shopping

  • Developing marketing materials for new products

  • Public Consultation - Council Tax

  • Brand Development & Product Screening

  • Adult Home Care Tracking Product Development

  • Development of the Direct Offering

  • Audience Development Plan

  • Driving business growth

  • Trade-off Pricing Research

  • Marketing consultancy for direct insurance

  • Housing Scheme Test

  • Luxury In-store Display

  • Tourism Focus Groups

  • Multi-national Usage & Attitude Survey

  • Help Desk Mystery Shopping

  • Satisfaction Survey (Housing)

  • International Competitor Mystery Shopping

  • Mixed Media Advertising Analysis

  • Global Advertising Campaign

  • Affinities Partner

  • Revitalising Existing Brand

  • Staff Surveys

  • Public Consultation - Waste

  • Understanding Attrition

  • Sports Facility Survey

  • Cathedral Visitor Survey

  • Prototype Evaluation

  • International Satisfaction & Development

  • Website Development

  • Loyalty Scheme

  • Engaging adults back into education

  • Brand Image Research

  • Strategic Brand Development

  • Brand Development

  • Compliance Mystery Shopping

  • Competitor Mystery Shopping

  • Reader Satisfaction

  • Understanding Customer Pricing

  • Communication: New and existing financial products

  • Financial Brand Satisfaction Tracking

  • Sentencers' Satisfaction Survey

  • New Expert Information Product

  • Understanding the Sales Journey Experience from both sides

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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