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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

  • Trade-off Pricing Research

  • International Competitor Mystery Shopping

  • Audience Development Plan

  • Service Delivery Mystery Shopping

  • Development of the Direct Offering

  • Adult Home Care Tracking Product Development

  • Brand Image Research

  • Public Consultation - Council Tax

  • Brand Development & Product Screening

  • Understanding the use of Temporary Labour

  • Loyalty Scheme

  • Cathedral Visitor Survey

  • Staff Surveys

  • Mixed Media Advertising Analysis

  • Understanding the Sales Journey Experience from both sides

  • Reader Satisfaction

  • Brand Development

  • Financial Brand Satisfaction Tracking

  • Prototype Evaluation

  • Public Consultation - Waste

  • Revitalising Existing Brand

  • Competitor Mystery Shopping

  • Website Development

  • Marketing consultancy for direct insurance

  • Help Desk Mystery Shopping

  • Benchmarking Mystery Shopping

  • Communication: New and existing financial products

  • Affinities Partner

  • Sentencers' Satisfaction Survey

  • Comms testing alongside NPD

  • Understanding Customer Pricing

  • Multi-national Usage & Attitude Survey

  • International Satisfaction & Development

  • Broker Relationship Survey

  • New Expert Information Product

  • Compliance Mystery Shopping

  • Driving business growth

  • Tourism Focus Groups

  • Luxury In-store Display

  • Visitor Survey

  • Plasterboard Packaging Research

  • Engaging adults back into education

  • Understanding Attrition

  • Strategic Brand Development

  • Sports Facility Survey

  • Global Advertising Campaign

  • Understanding Local Business Needs

  • Housing Scheme Test

  • Developing marketing materials for new products

  • Satisfaction Survey (Housing)

  • Product Development using Ethnography

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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