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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

  • Driving business growth

  • Plasterboard Packaging Research

  • Financial Brand Satisfaction Tracking

  • Broker Relationship Survey

  • Public Consultation - Council Tax

  • Engaging adults back into education

  • Benchmarking Mystery Shopping

  • Understanding Attrition

  • Public Consultation - Waste

  • Comms testing alongside NPD

  • Developing marketing materials for new products

  • Visitor Survey

  • Communication: New and existing financial products

  • Housing Scheme Test

  • Understanding Customer Pricing

  • Tourism Focus Groups

  • Trade-off Pricing Research

  • Development of the Direct Offering

  • Marketing consultancy for direct insurance

  • Sports Facility Survey

  • International Satisfaction & Development

  • Website Development

  • Satisfaction Survey (Housing)

  • Brand Image Research

  • Service Delivery Mystery Shopping

  • Luxury In-store Display

  • Help Desk Mystery Shopping

  • Brand Development & Product Screening

  • Understanding the Sales Journey Experience from both sides

  • Product Development using Ethnography

  • Understanding Local Business Needs

  • Adult Home Care Tracking Product Development

  • Brand Development

  • Multi-national Usage & Attitude Survey

  • International Competitor Mystery Shopping

  • Strategic Brand Development

  • Loyalty Scheme

  • Prototype Evaluation

  • Audience Development Plan

  • Understanding the use of Temporary Labour

  • Reader Satisfaction

  • Sentencers' Satisfaction Survey

  • New Expert Information Product

  • Affinities Partner

  • Competitor Mystery Shopping

  • Mixed Media Advertising Analysis

  • Staff Surveys

  • Cathedral Visitor Survey

  • Compliance Mystery Shopping

  • Revitalising Existing Brand

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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