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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

  • Public Consultation - Waste

  • Tourism Focus Groups

  • Visitor Survey

  • Audience Development Plan

  • Benchmarking Mystery Shopping

  • Broker Relationship Survey

  • Understanding the use of Temporary Labour

  • Revitalising Existing Brand

  • Service Delivery Mystery Shopping

  • Loyalty Scheme

  • Website Development

  • New Expert Information Product

  • Luxury In-store Display

  • Engaging adults back into education

  • Help Desk Mystery Shopping

  • Brand Development & Product Screening

  • Marketing consultancy for direct insurance

  • Comms testing alongside NPD

  • Brand Image Research

  • Affinities Partner

  • Reader Satisfaction

  • Global Advertising Campaign

  • Plasterboard Packaging Research

  • Sentencers' Satisfaction Survey

  • Competitor Mystery Shopping

  • Prototype Evaluation

  • Housing Scheme Test

  • Developing marketing materials for new products

  • Trade-off Pricing Research

  • Driving business growth

  • Understanding Attrition

  • Mixed Media Advertising Analysis

  • International Satisfaction & Development

  • Product Development using Ethnography

  • Understanding the Sales Journey Experience from both sides

  • Understanding Customer Pricing

  • Adult Home Care Tracking Product Development

  • Compliance Mystery Shopping

  • Public Consultation - Council Tax

  • Understanding Local Business Needs

  • Staff Surveys

  • Cathedral Visitor Survey

  • International Competitor Mystery Shopping

  • Satisfaction Survey (Housing)

  • Sports Facility Survey

  • Financial Brand Satisfaction Tracking

  • Multi-national Usage & Attitude Survey

  • Brand Development

  • Communication: New and existing financial products

  • Strategic Brand Development

  • Development of the Direct Offering

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

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Contact us to discover how we can help your business today.

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