Skip navigation

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

  • Housing Scheme Test

  • Broker Relationship Survey

  • Multi-national Usage & Attitude Survey

  • Help Desk Mystery Shopping

  • Understanding Local Business Needs

  • Product Development using Ethnography

  • Public Consultation - Waste

  • Plasterboard Packaging Research

  • Brand Development & Product Screening

  • Satisfaction Survey (Housing)

  • Understanding the Sales Journey Experience from both sides

  • Audience Development Plan

  • Communication: New and existing financial products

  • Cathedral Visitor Survey

  • Reader Satisfaction

  • Compliance Mystery Shopping

  • Understanding Customer Pricing

  • International Satisfaction & Development

  • Comms testing alongside NPD

  • Service Delivery Mystery Shopping

  • Development of the Direct Offering

  • Luxury In-store Display

  • International Competitor Mystery Shopping

  • Driving business growth

  • Brand Development

  • Competitor Mystery Shopping

  • Sports Facility Survey

  • Website Development

  • Developing marketing materials for new products

  • Global Advertising Campaign

  • Public Consultation - Council Tax

  • Staff Surveys

  • Trade-off Pricing Research

  • Marketing consultancy for direct insurance

  • Tourism Focus Groups

  • Adult Home Care Tracking Product Development

  • New Expert Information Product

  • Mixed Media Advertising Analysis

  • Understanding the use of Temporary Labour

  • Understanding Attrition

  • Visitor Survey

  • Benchmarking Mystery Shopping

  • Engaging adults back into education

  • Strategic Brand Development

  • Brand Image Research

  • Financial Brand Satisfaction Tracking

  • Affinities Partner

  • Prototype Evaluation

  • Loyalty Scheme

  • Sentencers' Satisfaction Survey

  • Revitalising Existing Brand

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.

Get in touch