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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

  • Housing Scheme Test

  • Financial Brand Satisfaction Tracking

  • International Competitor Mystery Shopping

  • Tourism Focus Groups

  • Luxury In-store Display

  • Audience Development Plan

  • International Satisfaction & Development

  • Marketing consultancy for direct insurance

  • Driving business growth

  • Developing marketing materials for new products

  • Prototype Evaluation

  • Development of the Direct Offering

  • Adult Home Care Tracking Product Development

  • Multi-national Usage & Attitude Survey

  • Staff Surveys

  • Revitalising Existing Brand

  • Brand Development

  • Understanding Customer Pricing

  • Brand Image Research

  • Understanding Local Business Needs

  • Affinities Partner

  • Sentencers' Satisfaction Survey

  • Visitor Survey

  • Satisfaction Survey (Housing)

  • Understanding the use of Temporary Labour

  • Product Development using Ethnography

  • Public Consultation - Waste

  • Loyalty Scheme

  • Reader Satisfaction

  • Plasterboard Packaging Research

  • Broker Relationship Survey

  • Sports Facility Survey

  • Website Development

  • Understanding Attrition

  • Comms testing alongside NPD

  • Competitor Mystery Shopping

  • Cathedral Visitor Survey

  • Understanding the Sales Journey Experience from both sides

  • New Expert Information Product

  • Service Delivery Mystery Shopping

  • Benchmarking Mystery Shopping

  • Public Consultation - Council Tax

  • Global Advertising Campaign

  • Compliance Mystery Shopping

  • Help Desk Mystery Shopping

  • Strategic Brand Development

  • Brand Development & Product Screening

  • Mixed Media Advertising Analysis

  • Communication: New and existing financial products

  • Engaging adults back into education

  • Trade-off Pricing Research

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

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

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