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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

  • Global Advertising Campaign

  • Understanding Customer Pricing

  • Development of the Direct Offering

  • Representative panel building

  • Housing Scheme Test

  • Understanding Local Business Needs

  • Help Desk Mystery Shopping

  • Cathedral Visitor Survey

  • International Satisfaction & Development

  • Audience Development Plan

  • Sports Facility Survey

  • Prototype Evaluation

  • Marketing consultancy for direct insurance

  • Understanding the Sales Journey Experience from both sides

  • Communication: New and existing financial products

  • Affinities Partner

  • Satisfaction Survey (Housing)

  • Developing marketing materials for new products

  • Engaging adults back into education

  • Understanding Attrition

  • New Expert Information Product

  • International Competitor Mystery Shopping

  • Visitor Survey

  • Strategic Brand Development

  • Adult Home Care Tracking Product Development

  • Comms testing alongside NPD

  • Staff Surveys

  • Financial Brand Satisfaction Tracking

  • Trade-off Pricing Research

  • Product Development using Ethnography

  • Brand Image Research

  • Tourism Focus Groups

  • Service Delivery Mystery Shopping

  • Public Consultation - Council Tax

  • Benchmarking Mystery Shopping

  • Broker Relationship Survey

  • Public Consultation - Waste

  • Revitalising Existing Brand

  • Brand Development

  • Compliance Mystery Shopping

  • Loyalty Scheme

  • Multi-national Usage & Attitude Survey

  • Plasterboard Packaging Research

  • Luxury In-store Display

  • Mixed Media Advertising Analysis

  • Driving business growth

  • Competitor Mystery Shopping

  • Brand Development & Product Screening

  • Understanding the use of Temporary Labour

  • Reader Satisfaction

  • Website Development

  • Sentencers' Satisfaction Survey

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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