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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

  • Brand Development & Product Screening

  • Comms testing alongside NPD

  • Competitor Mystery Shopping

  • Understanding Local Business Needs

  • Public Consultation - Council Tax

  • Sentencers' Satisfaction Survey

  • Product Development using Ethnography

  • Loyalty Scheme

  • Affinities Partner

  • Benchmarking Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Engaging adults back into education

  • Understanding the use of Temporary Labour

  • Cathedral Visitor Survey

  • Brand Development

  • Broker Relationship Survey

  • Marketing consultancy for direct insurance

  • Multi-national Usage & Attitude Survey

  • Visitor Survey

  • Reader Satisfaction

  • Luxury In-store Display

  • Brand Image Research

  • Audience Development Plan

  • Prototype Evaluation

  • Sports Facility Survey

  • Website Development

  • New Expert Information Product

  • Public Consultation - Waste

  • Strategic Brand Development

  • Mixed Media Advertising Analysis

  • Understanding Attrition

  • Adult Home Care Tracking Product Development

  • Tourism Focus Groups

  • Plasterboard Packaging Research

  • Global Advertising Campaign

  • Staff Surveys

  • International Satisfaction & Development

  • Understanding Customer Pricing

  • Service Delivery Mystery Shopping

  • Development of the Direct Offering

  • Understanding the Sales Journey Experience from both sides

  • Satisfaction Survey (Housing)

  • International Competitor Mystery Shopping

  • Compliance Mystery Shopping

  • Revitalising Existing Brand

  • Communication: New and existing financial products

  • Driving business growth

  • Trade-off Pricing Research

  • Housing Scheme Test

  • Help Desk 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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