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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

  • Broker Relationship Survey

  • Adult Home Care Tracking Product Development

  • New Expert Information Product

  • Financial Brand Satisfaction Tracking

  • Audience Development Plan

  • Affinities Partner

  • Understanding Attrition

  • International Competitor Mystery Shopping

  • Satisfaction Survey (Housing)

  • Benchmarking Mystery Shopping

  • Understanding the Sales Journey Experience from both sides

  • Public Consultation - Council Tax

  • Sports Facility Survey

  • Luxury In-store Display

  • Brand Image Research

  • Visitor Survey

  • Tourism Focus Groups

  • Global Advertising Campaign

  • Cathedral Visitor Survey

  • Competitor Mystery Shopping

  • Representative panel building

  • Mixed Media Advertising Analysis

  • Service Delivery Mystery Shopping

  • Prototype Evaluation

  • Comms testing alongside NPD

  • Loyalty Scheme

  • Marketing consultancy for direct insurance

  • Brand Development & Product Screening

  • Communication: New and existing financial products

  • Website Development

  • Reader Satisfaction

  • Understanding the use of Temporary Labour

  • Developing marketing materials for new products

  • Understanding Customer Pricing

  • Housing Scheme Test

  • Staff Surveys

  • International Satisfaction & Development

  • Plasterboard Packaging Research

  • Understanding Local Business Needs

  • Strategic Brand Development

  • Revitalising Existing Brand

  • Public Consultation - Waste

  • Help Desk Mystery Shopping

  • Development of the Direct Offering

  • Multi-national Usage & Attitude Survey

  • Brand Development

  • Sentencers' Satisfaction Survey

  • Trade-off Pricing Research

  • Product Development using Ethnography

  • Engaging adults back into education

  • Compliance Mystery Shopping

  • Driving business growth

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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