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

  • Multi-national Usage & Attitude Survey

  • International Competitor Mystery Shopping

  • Visitor Survey

  • Adult Home Care Tracking Product Development

  • Understanding the Sales Journey Experience from both sides

  • Help Desk Mystery Shopping

  • Driving business growth

  • Public Consultation - Waste

  • Reader Satisfaction

  • Audience Development Plan

  • Strategic Brand Development

  • Staff Surveys

  • Engaging adults back into education

  • Plasterboard Packaging Research

  • Revitalising Existing Brand

  • Competitor Mystery Shopping

  • Housing Scheme Test

  • Brand Development & Product Screening

  • Understanding Customer Pricing

  • Development of the Direct Offering

  • Trade-off Pricing Research

  • Sentencers' Satisfaction Survey

  • Prototype Evaluation

  • Tourism Focus Groups

  • Service Delivery Mystery Shopping

  • Website Development

  • Luxury In-store Display

  • Broker Relationship Survey

  • Brand Image Research

  • Sports Facility Survey

  • Communication: New and existing financial products

  • International Satisfaction & Development

  • Compliance Mystery Shopping

  • Brand Development

  • Product Development using Ethnography

  • Comms testing alongside NPD

  • Marketing consultancy for direct insurance

  • Understanding the use of Temporary Labour

  • Satisfaction Survey (Housing)

  • Benchmarking Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Developing marketing materials for new products

  • Understanding Attrition

  • Global Advertising Campaign

  • Public Consultation - Council Tax

  • Loyalty Scheme

  • Mixed Media Advertising Analysis

  • Cathedral Visitor Survey

  • Affinities Partner

  • New Expert Information Product

  • Understanding Local Business Needs

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