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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

  • Communication: New and existing financial products

  • Global Advertising Campaign

  • Developing marketing materials for new products

  • Marketing consultancy for direct insurance

  • Visitor Survey

  • Plasterboard Packaging Research

  • Public Consultation - Waste

  • Competitor Mystery Shopping

  • Prototype Evaluation

  • Sports Facility Survey

  • Audience Development Plan

  • Broker Relationship Survey

  • Website Development

  • Public Consultation - Council Tax

  • Understanding Local Business Needs

  • Cathedral Visitor Survey

  • Understanding the use of Temporary Labour

  • Staff Surveys

  • International Satisfaction & Development

  • International Competitor Mystery Shopping

  • New Expert Information Product

  • Compliance Mystery Shopping

  • Mixed Media Advertising Analysis

  • Brand Image Research

  • Sentencers' Satisfaction Survey

  • Loyalty Scheme

  • Affinities Partner

  • Development of the Direct Offering

  • Revitalising Existing Brand

  • Satisfaction Survey (Housing)

  • Housing Scheme Test

  • Reader Satisfaction

  • Adult Home Care Tracking Product Development

  • Driving business growth

  • Benchmarking Mystery Shopping

  • Understanding the Sales Journey Experience from both sides

  • Product Development using Ethnography

  • Engaging adults back into education

  • Tourism Focus Groups

  • Service Delivery Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Understanding Customer Pricing

  • Comms testing alongside NPD

  • Brand Development & Product Screening

  • Multi-national Usage & Attitude Survey

  • Help Desk Mystery Shopping

  • Luxury In-store Display

  • Trade-off Pricing Research

  • Understanding Attrition

  • Strategic Brand Development

  • Brand Development

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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