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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

  • Compliance Mystery Shopping

  • Benchmarking Mystery Shopping

  • Strategic Brand Development

  • Service Delivery Mystery Shopping

  • Loyalty Scheme

  • Development of the Direct Offering

  • Affinities Partner

  • Luxury In-store Display

  • Sentencers' Satisfaction Survey

  • Adult Home Care Tracking Product Development

  • Visitor Survey

  • Understanding Customer Pricing

  • Understanding Local Business Needs

  • Driving business growth

  • International Satisfaction & Development

  • Revitalising Existing Brand

  • Public Consultation - Council Tax

  • Satisfaction Survey (Housing)

  • Staff Surveys

  • Global Advertising Campaign

  • Marketing consultancy for direct insurance

  • Engaging adults back into education

  • Financial Brand Satisfaction Tracking

  • Plasterboard Packaging Research

  • Cathedral Visitor Survey

  • Brand Development

  • Comms testing alongside NPD

  • Developing marketing materials for new products

  • Brand Image Research

  • Multi-national Usage & Attitude Survey

  • Trade-off Pricing Research

  • Mixed Media Advertising Analysis

  • Audience Development Plan

  • Housing Scheme Test

  • New Expert Information Product

  • Prototype Evaluation

  • Competitor Mystery Shopping

  • Understanding the Sales Journey Experience from both sides

  • Brand Development & Product Screening

  • Website Development

  • Tourism Focus Groups

  • Communication: New and existing financial products

  • Product Development using Ethnography

  • Help Desk Mystery Shopping

  • Public Consultation - Waste

  • Sports Facility Survey

  • Broker Relationship Survey

  • Understanding Attrition

  • Understanding the use of Temporary Labour

  • International Competitor Mystery Shopping

  • Reader Satisfaction

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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