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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

  • Prototype Evaluation

  • Global Advertising Campaign

  • Brand Development

  • Product Development using Ethnography

  • Understanding Customer Pricing

  • Developing marketing materials for new products

  • Brand Development & Product Screening

  • Help Desk Mystery Shopping

  • Competitor Mystery Shopping

  • Satisfaction Survey (Housing)

  • Understanding Attrition

  • Benchmarking Mystery Shopping

  • Tourism Focus Groups

  • Trade-off Pricing Research

  • Communication: New and existing financial products

  • Development of the Direct Offering

  • Affinities Partner

  • Website Development

  • Mixed Media Advertising Analysis

  • Luxury In-store Display

  • Staff Surveys

  • Representative panel building

  • Comms testing alongside NPD

  • Reader Satisfaction

  • Service Delivery Mystery Shopping

  • Sports Facility Survey

  • New Expert Information Product

  • Public Consultation - Waste

  • Audience Development Plan

  • Strategic Brand Development

  • Housing Scheme Test

  • Broker Relationship Survey

  • Revitalising Existing Brand

  • Sentencers' Satisfaction Survey

  • Adult Home Care Tracking Product Development

  • Public Consultation - Council Tax

  • Plasterboard Packaging Research

  • Multi-national Usage & Attitude Survey

  • International Competitor Mystery Shopping

  • Loyalty Scheme

  • Cathedral Visitor Survey

  • Understanding Local Business Needs

  • Understanding the Sales Journey Experience from both sides

  • Driving business growth

  • Financial Brand Satisfaction Tracking

  • Marketing consultancy for direct insurance

  • Brand Image Research

  • Engaging adults back into education

  • Understanding the use of Temporary Labour

  • International Satisfaction & Development

  • Visitor Survey

  • Compliance Mystery Shopping

Contact Phoenix MRC


+44 (0) 1242 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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