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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

  • Help Desk Mystery Shopping

  • Public Consultation - Waste

  • Service Delivery Mystery Shopping

  • Development of the Direct Offering

  • Adult Home Care Tracking Product Development

  • Brand Development

  • Financial Brand Satisfaction Tracking

  • Cathedral Visitor Survey

  • Plasterboard Packaging Research

  • Revitalising Existing Brand

  • Tourism Focus Groups

  • Brand Development & Product Screening

  • Mixed Media Advertising Analysis

  • Prototype Evaluation

  • Understanding Customer Pricing

  • Affinities Partner

  • Staff Surveys

  • Product Development using Ethnography

  • Luxury In-store Display

  • Marketing consultancy for direct insurance

  • Global Advertising Campaign

  • Understanding the use of Temporary Labour

  • Driving business growth

  • Sports Facility Survey

  • Housing Scheme Test

  • Understanding the Sales Journey Experience from both sides

  • Website Development

  • Public Consultation - Council Tax

  • New Expert Information Product

  • Broker Relationship Survey

  • Compliance Mystery Shopping

  • Sentencers' Satisfaction Survey

  • International Competitor Mystery Shopping

  • Comms testing alongside NPD

  • Engaging adults back into education

  • Audience Development Plan

  • Satisfaction Survey (Housing)

  • Reader Satisfaction

  • Developing marketing materials for new products

  • Brand Image Research

  • Communication: New and existing financial products

  • Benchmarking Mystery Shopping

  • Trade-off Pricing Research

  • International Satisfaction & Development

  • Competitor Mystery Shopping

  • Visitor Survey

  • Loyalty Scheme

  • Multi-national Usage & Attitude Survey

  • Understanding Attrition

  • Understanding Local Business Needs

  • Strategic Brand Development

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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