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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

  • New Expert Information Product

  • Sentencers' Satisfaction Survey

  • Understanding Customer Pricing

  • Website Development

  • Competitor Mystery Shopping

  • International Competitor Mystery Shopping

  • International Satisfaction & Development

  • Audience Development Plan

  • Understanding Local Business Needs

  • Developing marketing materials for new products

  • Multi-national Usage & Attitude Survey

  • Prototype Evaluation

  • Driving business growth

  • Strategic Brand Development

  • Compliance Mystery Shopping

  • Reader Satisfaction

  • Cathedral Visitor Survey

  • Brand Development & Product Screening

  • Brand Image Research

  • Communication: New and existing financial products

  • Revitalising Existing Brand

  • Understanding the Sales Journey Experience from both sides

  • Mixed Media Advertising Analysis

  • Loyalty Scheme

  • Help Desk Mystery Shopping

  • Satisfaction Survey (Housing)

  • Plasterboard Packaging Research

  • Tourism Focus Groups

  • Housing Scheme Test

  • Public Consultation - Waste

  • Marketing consultancy for direct insurance

  • Luxury In-store Display

  • Development of the Direct Offering

  • Broker Relationship Survey

  • Global Advertising Campaign

  • Service Delivery Mystery Shopping

  • Sports Facility Survey

  • Understanding Attrition

  • Staff Surveys

  • Brand Development

  • Affinities Partner

  • Visitor Survey

  • Product Development using Ethnography

  • Understanding the use of Temporary Labour

  • Public Consultation - Council Tax

  • Trade-off Pricing Research

  • Engaging adults back into education

  • Benchmarking Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Financial Brand Satisfaction Tracking

  • 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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