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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

  • Developing marketing materials for new products

  • Benchmarking Mystery Shopping

  • Adult Home Care Tracking Product Development

  • International Competitor Mystery Shopping

  • Sentencers' Satisfaction Survey

  • International Satisfaction & Development

  • Development of the Direct Offering

  • Understanding the use of Temporary Labour

  • Mixed Media Advertising Analysis

  • New Expert Information Product

  • Communication: New and existing financial products

  • Cathedral Visitor Survey

  • Marketing consultancy for direct insurance

  • Global Advertising Campaign

  • Understanding the Sales Journey Experience from both sides

  • Sports Facility Survey

  • Brand Development

  • Audience Development Plan

  • Understanding Customer Pricing

  • Revitalising Existing Brand

  • Housing Scheme Test

  • Public Consultation - Waste

  • Brand Image Research

  • Comms testing alongside NPD

  • Staff Surveys

  • Strategic Brand Development

  • Trade-off Pricing Research

  • Website Development

  • Broker Relationship Survey

  • Driving business growth

  • Prototype Evaluation

  • Help Desk Mystery Shopping

  • Luxury In-store Display

  • Tourism Focus Groups

  • Product Development using Ethnography

  • Satisfaction Survey (Housing)

  • Visitor Survey

  • Understanding Attrition

  • Engaging adults back into education

  • Service Delivery Mystery Shopping

  • Reader Satisfaction

  • Loyalty Scheme

  • Multi-national Usage & Attitude Survey

  • Financial Brand Satisfaction Tracking

  • Understanding Local Business Needs

  • Compliance Mystery Shopping

  • Affinities Partner

  • Public Consultation - Council Tax

  • Competitor Mystery Shopping

  • Brand Development & Product Screening

  • Plasterboard Packaging Research

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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