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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

  • Brand Development

  • Staff Surveys

  • International Competitor Mystery Shopping

  • Representative panel building

  • Service Delivery Mystery Shopping

  • Communication: New and existing financial products

  • Strategic Brand Development

  • Financial Brand Satisfaction Tracking

  • Sports Facility Survey

  • Reader Satisfaction

  • Engaging adults back into education

  • Benchmarking Mystery Shopping

  • Understanding the Sales Journey Experience from both sides

  • Brand Development & Product Screening

  • Prototype Evaluation

  • Public Consultation - Council Tax

  • Development of the Direct Offering

  • Understanding Local Business Needs

  • Plasterboard Packaging Research

  • Loyalty Scheme

  • Housing Scheme Test

  • Mixed Media Advertising Analysis

  • Affinities Partner

  • Visitor Survey

  • Luxury In-store Display

  • Cathedral Visitor Survey

  • Adult Home Care Tracking Product Development

  • Understanding Customer Pricing

  • Revitalising Existing Brand

  • Multi-national Usage & Attitude Survey

  • Driving business growth

  • Compliance Mystery Shopping

  • Developing marketing materials for new products

  • Satisfaction Survey (Housing)

  • Help Desk Mystery Shopping

  • Tourism Focus Groups

  • Marketing consultancy for direct insurance

  • Audience Development Plan

  • Brand Image Research

  • Understanding the use of Temporary Labour

  • New Expert Information Product

  • Public Consultation - Waste

  • Comms testing alongside NPD

  • Product Development using Ethnography

  • Global Advertising Campaign

  • Trade-off Pricing Research

  • Website Development

  • International Satisfaction & Development

  • Competitor Mystery Shopping

  • Understanding Attrition

  • Broker Relationship Survey

  • Sentencers' Satisfaction Survey

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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