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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

  • Sports Facility Survey

  • Competitor Mystery Shopping

  • Communication: New and existing financial products

  • Developing marketing materials for new products

  • Understanding the use of Temporary Labour

  • Engaging adults back into education

  • Multi-national Usage & Attitude Survey

  • Understanding Attrition

  • Global Advertising Campaign

  • Cathedral Visitor Survey

  • Service Delivery Mystery Shopping

  • Plasterboard Packaging Research

  • Broker Relationship Survey

  • Sentencers' Satisfaction Survey

  • Understanding Customer Pricing

  • Product Development using Ethnography

  • International Satisfaction & Development

  • Loyalty Scheme

  • Visitor Survey

  • Affinities Partner

  • Brand Image Research

  • Financial Brand Satisfaction Tracking

  • Audience Development Plan

  • Website Development

  • Luxury In-store Display

  • Understanding the Sales Journey Experience from both sides

  • Tourism Focus Groups

  • Prototype Evaluation

  • New Expert Information Product

  • Housing Scheme Test

  • Trade-off Pricing Research

  • Driving business growth

  • Understanding Local Business Needs

  • Satisfaction Survey (Housing)

  • Staff Surveys

  • Brand Development

  • Help Desk Mystery Shopping

  • Brand Development & Product Screening

  • Mixed Media Advertising Analysis

  • Benchmarking Mystery Shopping

  • International Competitor Mystery Shopping

  • Public Consultation - Waste

  • Adult Home Care Tracking Product Development

  • Public Consultation - Council Tax

  • Strategic Brand Development

  • Development of the Direct Offering

  • Reader Satisfaction

  • Revitalising Existing Brand

  • Compliance Mystery Shopping

  • Comms testing alongside NPD

  • Marketing consultancy for direct insurance

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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