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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

  • Driving business growth

  • Service Delivery Mystery Shopping

  • Reader Satisfaction

  • Global Advertising Campaign

  • Competitor Mystery Shopping

  • Visitor Survey

  • Help Desk Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Audience Development Plan

  • Developing marketing materials for new products

  • Revitalising Existing Brand

  • Understanding Attrition

  • Mixed Media Advertising Analysis

  • New Expert Information Product

  • Plasterboard Packaging Research

  • Brand Development

  • Loyalty Scheme

  • Luxury In-store Display

  • Understanding Local Business Needs

  • Broker Relationship Survey

  • International Competitor Mystery Shopping

  • Website Development

  • Satisfaction Survey (Housing)

  • Housing Scheme Test

  • Comms testing alongside NPD

  • Affinities Partner

  • Understanding Customer Pricing

  • Engaging adults back into education

  • Trade-off Pricing Research

  • Benchmarking Mystery Shopping

  • Understanding the use of Temporary Labour

  • International Satisfaction & Development

  • Strategic Brand Development

  • Sports Facility Survey

  • Cathedral Visitor Survey

  • Compliance Mystery Shopping

  • Public Consultation - Council Tax

  • Financial Brand Satisfaction Tracking

  • Brand Development & Product Screening

  • Tourism Focus Groups

  • Communication: New and existing financial products

  • Development of the Direct Offering

  • Brand Image Research

  • Product Development using Ethnography

  • Multi-national Usage & Attitude Survey

  • Staff Surveys

  • Understanding the Sales Journey Experience from both sides

  • Public Consultation - Waste

  • Sentencers' Satisfaction Survey

  • Prototype Evaluation

  • Marketing consultancy for direct insurance

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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