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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

  • Plasterboard Packaging Research

  • Trade-off Pricing Research

  • Understanding Customer Pricing

  • Brand Image Research

  • Visitor Survey

  • Driving business growth

  • Public Consultation - Waste

  • Mixed Media Advertising Analysis

  • Strategic Brand Development

  • Understanding Attrition

  • Satisfaction Survey (Housing)

  • Staff Surveys

  • Prototype Evaluation

  • Competitor Mystery Shopping

  • Benchmarking Mystery Shopping

  • Affinities Partner

  • Reader Satisfaction

  • Multi-national Usage & Attitude Survey

  • Marketing consultancy for direct insurance

  • Website Development

  • Loyalty Scheme

  • Tourism Focus Groups

  • Adult Home Care Tracking Product Development

  • Brand Development & Product Screening

  • Representative panel building

  • Service Delivery Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Comms testing alongside NPD

  • New Expert Information Product

  • Brand Development

  • Communication: New and existing financial products

  • Compliance Mystery Shopping

  • Developing marketing materials for new products

  • Luxury In-store Display

  • Revitalising Existing Brand

  • Understanding the use of Temporary Labour

  • Public Consultation - Council Tax

  • International Satisfaction & Development

  • Broker Relationship Survey

  • Development of the Direct Offering

  • Audience Development Plan

  • Help Desk Mystery Shopping

  • Engaging adults back into education

  • Cathedral Visitor Survey

  • Product Development using Ethnography

  • Financial Brand Satisfaction Tracking

  • Understanding Local Business Needs

  • International Competitor Mystery Shopping

  • Housing Scheme Test

  • Global Advertising Campaign

  • Sports Facility Survey

  • Understanding the Sales Journey Experience from both sides

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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