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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

  • International Competitor Mystery Shopping

  • Public Consultation - Waste

  • Service Delivery Mystery Shopping

  • Housing Scheme Test

  • Staff Surveys

  • Comms testing alongside NPD

  • Understanding Customer Pricing

  • Compliance Mystery Shopping

  • Reader Satisfaction

  • Understanding the Sales Journey Experience from both sides

  • Visitor Survey

  • Affinities Partner

  • International Satisfaction & Development

  • Public Consultation - Council Tax

  • Luxury In-store Display

  • Communication: New and existing financial products

  • Brand Image Research

  • Understanding the use of Temporary Labour

  • Cathedral Visitor Survey

  • Developing marketing materials for new products

  • Development of the Direct Offering

  • Understanding Attrition

  • Understanding Local Business Needs

  • Broker Relationship Survey

  • Adult Home Care Tracking Product Development

  • Brand Development & Product Screening

  • New Expert Information Product

  • Tourism Focus Groups

  • Sentencers' Satisfaction Survey

  • Benchmarking Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Mixed Media Advertising Analysis

  • Audience Development Plan

  • Global Advertising Campaign

  • Plasterboard Packaging Research

  • Trade-off Pricing Research

  • Competitor Mystery Shopping

  • Prototype Evaluation

  • Satisfaction Survey (Housing)

  • Financial Brand Satisfaction Tracking

  • Product Development using Ethnography

  • Strategic Brand Development

  • Driving business growth

  • Engaging adults back into education

  • Loyalty Scheme

  • Website Development

  • Sports Facility Survey

  • Marketing consultancy for direct insurance

  • Help Desk Mystery Shopping

  • Revitalising Existing Brand

  • Brand Development

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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