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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

  • Visitor Survey

  • Help Desk Mystery Shopping

  • Understanding Attrition

  • International Competitor Mystery Shopping

  • Affinities Partner

  • Understanding the use of Temporary Labour

  • Brand Image Research

  • Sports Facility Survey

  • Benchmarking Mystery Shopping

  • Competitor Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Compliance Mystery Shopping

  • Loyalty Scheme

  • Development of the Direct Offering

  • Marketing consultancy for direct insurance

  • Brand Development & Product Screening

  • Global Advertising Campaign

  • Service Delivery Mystery Shopping

  • Public Consultation - Council Tax

  • Trade-off Pricing Research

  • Cathedral Visitor Survey

  • International Satisfaction & Development

  • Developing marketing materials for new products

  • Staff Surveys

  • Tourism Focus Groups

  • Audience Development Plan

  • Sentencers' Satisfaction Survey

  • Strategic Brand Development

  • Understanding Local Business Needs

  • Mixed Media Advertising Analysis

  • Reader Satisfaction

  • Product Development using Ethnography

  • Public Consultation - Waste

  • Multi-national Usage & Attitude Survey

  • Driving business growth

  • Revitalising Existing Brand

  • Prototype Evaluation

  • Housing Scheme Test

  • Luxury In-store Display

  • Adult Home Care Tracking Product Development

  • Engaging adults back into education

  • Understanding Customer Pricing

  • Plasterboard Packaging Research

  • Communication: New and existing financial products

  • Brand Development

  • Understanding the Sales Journey Experience from both sides

  • Satisfaction Survey (Housing)

  • New Expert Information Product

  • Broker Relationship Survey

  • Comms testing alongside NPD

  • Website Development

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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