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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

  • Strategic Brand Development

  • Luxury In-store Display

  • Revitalising Existing Brand

  • Help Desk Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Service Delivery Mystery Shopping

  • Satisfaction Survey (Housing)

  • Developing marketing materials for new products

  • Marketing consultancy for direct insurance

  • Sports Facility Survey

  • Communication: New and existing financial products

  • Trade-off Pricing Research

  • Comms testing alongside NPD

  • Engaging adults back into education

  • Adult Home Care Tracking Product Development

  • New Expert Information Product

  • Competitor Mystery Shopping

  • Brand Development & Product Screening

  • Understanding Local Business Needs

  • Development of the Direct Offering

  • Website Development

  • Broker Relationship Survey

  • Visitor Survey

  • Public Consultation - Council Tax

  • Product Development using Ethnography

  • Reader Satisfaction

  • Tourism Focus Groups

  • Public Consultation - Waste

  • Brand Development

  • Cathedral Visitor Survey

  • Understanding the Sales Journey Experience from both sides

  • Understanding the use of Temporary Labour

  • Loyalty Scheme

  • Benchmarking Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Compliance Mystery Shopping

  • International Competitor Mystery Shopping

  • Affinities Partner

  • Plasterboard Packaging Research

  • Global Advertising Campaign

  • Brand Image Research

  • Staff Surveys

  • Housing Scheme Test

  • Driving business growth

  • Audience Development Plan

  • Sentencers' Satisfaction Survey

  • Understanding Customer Pricing

  • International Satisfaction & Development

  • Mixed Media Advertising Analysis

  • Prototype Evaluation

  • Understanding Attrition

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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