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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

  • Help Desk Mystery Shopping

  • Brand Development

  • International Satisfaction & Development

  • Trade-off Pricing Research

  • Brand Image Research

  • Affinities Partner

  • Understanding the use of Temporary Labour

  • Compliance Mystery Shopping

  • Driving business growth

  • Reader Satisfaction

  • International Competitor Mystery Shopping

  • Developing marketing materials for new products

  • Loyalty Scheme

  • Website Development

  • Cathedral Visitor Survey

  • Comms testing alongside NPD

  • Prototype Evaluation

  • Mixed Media Advertising Analysis

  • Understanding the Sales Journey Experience from both sides

  • Understanding Attrition

  • Visitor Survey

  • New Expert Information Product

  • Service Delivery Mystery Shopping

  • Tourism Focus Groups

  • Housing Scheme Test

  • Communication: New and existing financial products

  • Financial Brand Satisfaction Tracking

  • Satisfaction Survey (Housing)

  • Luxury In-store Display

  • Development of the Direct Offering

  • Sports Facility Survey

  • Product Development using Ethnography

  • Competitor Mystery Shopping

  • Benchmarking Mystery Shopping

  • Understanding Local Business Needs

  • Audience Development Plan

  • Marketing consultancy for direct insurance

  • Staff Surveys

  • Understanding Customer Pricing

  • Public Consultation - Council Tax

  • Brand Development & Product Screening

  • Strategic Brand Development

  • Engaging adults back into education

  • Representative panel building

  • Multi-national Usage & Attitude Survey

  • Adult Home Care Tracking Product Development

  • Public Consultation - Waste

  • Sentencers' Satisfaction Survey

  • Plasterboard Packaging Research

  • Broker Relationship Survey

  • Revitalising Existing Brand

  • Global Advertising Campaign

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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