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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

  • Competitor Mystery Shopping

  • Communication: New and existing financial products

  • Engaging adults back into education

  • Visitor Survey

  • Understanding the use of Temporary Labour

  • Multi-national Usage & Attitude Survey

  • Trade-off Pricing Research

  • Website Development

  • Brand Image Research

  • Public Consultation - Waste

  • International Competitor Mystery Shopping

  • Strategic Brand Development

  • Driving business growth

  • Broker Relationship Survey

  • Service Delivery Mystery Shopping

  • Marketing consultancy for direct insurance

  • Understanding Attrition

  • Luxury In-store Display

  • Understanding Customer Pricing

  • Comms testing alongside NPD

  • New Expert Information Product

  • Understanding Local Business Needs

  • Staff Surveys

  • Adult Home Care Tracking Product Development

  • Prototype Evaluation

  • Product Development using Ethnography

  • Developing marketing materials for new products

  • Mixed Media Advertising Analysis

  • Global Advertising Campaign

  • Affinities Partner

  • Reader Satisfaction

  • Compliance Mystery Shopping

  • Public Consultation - Council Tax

  • Housing Scheme Test

  • Loyalty Scheme

  • Satisfaction Survey (Housing)

  • Development of the Direct Offering

  • Audience Development Plan

  • International Satisfaction & Development

  • Brand Development

  • Sports Facility Survey

  • Plasterboard Packaging Research

  • Financial Brand Satisfaction Tracking

  • Understanding the Sales Journey Experience from both sides

  • Cathedral Visitor Survey

  • Benchmarking Mystery Shopping

  • Revitalising Existing Brand

  • Brand Development & Product Screening

  • Tourism Focus Groups

  • Help Desk Mystery Shopping

  • Sentencers' Satisfaction 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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