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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

  • Understanding Local Business Needs

  • Service Delivery Mystery Shopping

  • Staff Surveys

  • Driving business growth

  • Reader Satisfaction

  • Revitalising Existing Brand

  • Trade-off Pricing Research

  • Public Consultation - Council Tax

  • Marketing consultancy for direct insurance

  • Brand Development & Product Screening

  • Multi-national Usage & Attitude Survey

  • Housing Scheme Test

  • Broker Relationship Survey

  • Plasterboard Packaging Research

  • Brand Image Research

  • Public Consultation - Waste

  • Adult Home Care Tracking Product Development

  • Understanding the Sales Journey Experience from both sides

  • Brand Development

  • Understanding the use of Temporary Labour

  • Help Desk Mystery Shopping

  • Developing marketing materials for new products

  • Sports Facility Survey

  • Cathedral Visitor Survey

  • Comms testing alongside NPD

  • Benchmarking Mystery Shopping

  • Tourism Focus Groups

  • Sentencers' Satisfaction Survey

  • Product Development using Ethnography

  • Audience Development Plan

  • Understanding Customer Pricing

  • Understanding Attrition

  • Prototype Evaluation

  • Website Development

  • International Satisfaction & Development

  • Competitor Mystery Shopping

  • Affinities Partner

  • Financial Brand Satisfaction Tracking

  • Communication: New and existing financial products

  • Luxury In-store Display

  • Visitor Survey

  • Global Advertising Campaign

  • Development of the Direct Offering

  • Satisfaction Survey (Housing)

  • Strategic Brand Development

  • New Expert Information Product

  • Loyalty Scheme

  • Mixed Media Advertising Analysis

  • Engaging adults back into education

  • International Competitor Mystery Shopping

  • Compliance Mystery Shopping

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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