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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

  • Service Delivery Mystery Shopping

  • Trade-off Pricing Research

  • Sentencers' Satisfaction Survey

  • Adult Home Care Tracking Product Development

  • Compliance Mystery Shopping

  • Sports Facility Survey

  • Satisfaction Survey (Housing)

  • Marketing consultancy for direct insurance

  • Understanding Customer Pricing

  • Public Consultation - Waste

  • Plasterboard Packaging Research

  • Brand Development & Product Screening

  • Engaging adults back into education

  • Affinities Partner

  • Understanding Local Business Needs

  • Communication: New and existing financial products

  • Reader Satisfaction

  • Luxury In-store Display

  • Benchmarking Mystery Shopping

  • Driving business growth

  • Understanding the use of Temporary Labour

  • Loyalty Scheme

  • Visitor Survey

  • Multi-national Usage & Attitude Survey

  • Cathedral Visitor Survey

  • Understanding Attrition

  • Revitalising Existing Brand

  • Developing marketing materials for new products

  • Prototype Evaluation

  • Website Development

  • Brand Image Research

  • International Satisfaction & Development

  • Mixed Media Advertising Analysis

  • Tourism Focus Groups

  • Global Advertising Campaign

  • Strategic Brand Development

  • Financial Brand Satisfaction Tracking

  • Product Development using Ethnography

  • Development of the Direct Offering

  • Comms testing alongside NPD

  • Understanding the Sales Journey Experience from both sides

  • Audience Development Plan

  • Staff Surveys

  • Public Consultation - Council Tax

  • International Competitor Mystery Shopping

  • Brand Development

  • Help Desk Mystery Shopping

  • Broker Relationship Survey

  • New Expert Information Product

  • Housing Scheme Test

  • Competitor Mystery Shopping

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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