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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

  • Loyalty Scheme

  • Mixed Media Advertising Analysis

  • Benchmarking Mystery Shopping

  • Cathedral Visitor Survey

  • Understanding Local Business Needs

  • Plasterboard Packaging Research

  • Multi-national Usage & Attitude Survey

  • Comms testing alongside NPD

  • Global Advertising Campaign

  • Satisfaction Survey (Housing)

  • Public Consultation - Waste

  • Adult Home Care Tracking Product Development

  • Luxury In-store Display

  • Developing marketing materials for new products

  • Affinities Partner

  • Tourism Focus Groups

  • Audience Development Plan

  • Driving business growth

  • Broker Relationship Survey

  • Housing Scheme Test

  • Visitor Survey

  • Brand Development

  • Brand Image Research

  • Brand Development & Product Screening

  • Staff Surveys

  • New Expert Information Product

  • Understanding the Sales Journey Experience from both sides

  • Prototype Evaluation

  • Website Development

  • Trade-off Pricing Research

  • International Competitor Mystery Shopping

  • Competitor Mystery Shopping

  • Development of the Direct Offering

  • Sentencers' Satisfaction Survey

  • Help Desk Mystery Shopping

  • Understanding the use of Temporary Labour

  • Reader Satisfaction

  • Revitalising Existing Brand

  • International Satisfaction & Development

  • Public Consultation - Council Tax

  • Strategic Brand Development

  • Communication: New and existing financial products

  • Marketing consultancy for direct insurance

  • Engaging adults back into education

  • Understanding Attrition

  • Financial Brand Satisfaction Tracking

  • Product Development using Ethnography

  • Understanding Customer Pricing

  • Compliance Mystery Shopping

  • Service Delivery Mystery Shopping

  • Sports Facility Survey

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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