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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

  • Satisfaction Survey (Housing)

  • Revitalising Existing Brand

  • Comms testing alongside NPD

  • Engaging adults back into education

  • Strategic Brand Development

  • Public Consultation - Council Tax

  • Help Desk Mystery Shopping

  • Brand Development & Product Screening

  • Marketing consultancy for direct insurance

  • Compliance Mystery Shopping

  • Communication: New and existing financial products

  • Sports Facility Survey

  • International Competitor Mystery Shopping

  • Affinities Partner

  • Audience Development Plan

  • Tourism Focus Groups

  • Development of the Direct Offering

  • Brand Development

  • Understanding the use of Temporary Labour

  • Reader Satisfaction

  • Brand Image Research

  • New Expert Information Product

  • Trade-off Pricing Research

  • International Satisfaction & Development

  • Cathedral Visitor Survey

  • Driving business growth

  • Service Delivery Mystery Shopping

  • Prototype Evaluation

  • Competitor Mystery Shopping

  • Mixed Media Advertising Analysis

  • Loyalty Scheme

  • Global Advertising Campaign

  • Understanding Local Business Needs

  • Website Development

  • Representative panel building

  • Staff Surveys

  • Sentencers' Satisfaction Survey

  • Plasterboard Packaging Research

  • Financial Brand Satisfaction Tracking

  • Broker Relationship Survey

  • Visitor Survey

  • Multi-national Usage & Attitude Survey

  • Benchmarking Mystery Shopping

  • Product Development using Ethnography

  • Housing Scheme Test

  • Understanding the Sales Journey Experience from both sides

  • Developing marketing materials for new products

  • Understanding Attrition

  • Understanding Customer Pricing

  • Luxury In-store Display

  • Adult Home Care Tracking Product Development

  • Public Consultation - Waste

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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