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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

  • Broker Relationship Survey

  • Multi-national Usage & Attitude Survey

  • Cathedral Visitor Survey

  • Audience Development Plan

  • Compliance Mystery Shopping

  • Sports Facility Survey

  • Revitalising Existing Brand

  • International Competitor Mystery Shopping

  • Engaging adults back into education

  • Visitor Survey

  • Brand Development & Product Screening

  • Understanding the use of Temporary Labour

  • Plasterboard Packaging Research

  • Competitor Mystery Shopping

  • Brand Development

  • Driving business growth

  • Understanding Attrition

  • Benchmarking Mystery Shopping

  • Comms testing alongside NPD

  • Housing Scheme Test

  • Loyalty Scheme

  • Public Consultation - Waste

  • Tourism Focus Groups

  • Affinities Partner

  • Sentencers' Satisfaction Survey

  • Strategic Brand Development

  • Public Consultation - Council Tax

  • Brand Image Research

  • Staff Surveys

  • Mixed Media Advertising Analysis

  • International Satisfaction & Development

  • Understanding Customer Pricing

  • Adult Home Care Tracking Product Development

  • New Expert Information Product

  • Luxury In-store Display

  • Understanding the Sales Journey Experience from both sides

  • Understanding Local Business Needs

  • Website Development

  • Product Development using Ethnography

  • Global Advertising Campaign

  • Service Delivery Mystery Shopping

  • Help Desk Mystery Shopping

  • Development of the Direct Offering

  • Developing marketing materials for new products

  • Financial Brand Satisfaction Tracking

  • Marketing consultancy for direct insurance

  • Reader Satisfaction

  • Trade-off Pricing Research

  • Communication: New and existing financial products

  • Prototype Evaluation

  • Satisfaction Survey (Housing)

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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