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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

  • Sports Facility Survey

  • Plasterboard Packaging Research

  • Multi-national Usage & Attitude Survey

  • Loyalty Scheme

  • Public Consultation - Waste

  • Understanding the use of Temporary Labour

  • Help Desk Mystery Shopping

  • Housing Scheme Test

  • Luxury In-store Display

  • Cathedral Visitor Survey

  • Understanding Attrition

  • Affinities Partner

  • Visitor Survey

  • Prototype Evaluation

  • Broker Relationship Survey

  • Understanding Customer Pricing

  • Mixed Media Advertising Analysis

  • Understanding Local Business Needs

  • Adult Home Care Tracking Product Development

  • Trade-off Pricing Research

  • Service Delivery Mystery Shopping

  • Revitalising Existing Brand

  • Brand Development

  • Staff Surveys

  • Understanding the Sales Journey Experience from both sides

  • Benchmarking Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Development of the Direct Offering

  • Driving business growth

  • Satisfaction Survey (Housing)

  • Website Development

  • International Satisfaction & Development

  • Public Consultation - Council Tax

  • Brand Image Research

  • Audience Development Plan

  • Developing marketing materials for new products

  • Brand Development & Product Screening

  • International Competitor Mystery Shopping

  • Communication: New and existing financial products

  • Product Development using Ethnography

  • Strategic Brand Development

  • Marketing consultancy for direct insurance

  • Reader Satisfaction

  • Compliance Mystery Shopping

  • Engaging adults back into education

  • Financial Brand Satisfaction Tracking

  • Global Advertising Campaign

  • New Expert Information Product

  • Tourism Focus Groups

  • Competitor Mystery Shopping

  • Comms testing alongside NPD

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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