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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

  • Driving business growth

  • Strategic Brand Development

  • Trade-off Pricing Research

  • Comms testing alongside NPD

  • International Satisfaction & Development

  • Product Development using Ethnography

  • Affinities Partner

  • Communication: New and existing financial products

  • Multi-national Usage & Attitude Survey

  • Development of the Direct Offering

  • Developing marketing materials for new products

  • Luxury In-store Display

  • New Expert Information Product

  • Adult Home Care Tracking Product Development

  • Sentencers' Satisfaction Survey

  • Staff Surveys

  • Help Desk Mystery Shopping

  • Public Consultation - Waste

  • Understanding Attrition

  • Financial Brand Satisfaction Tracking

  • Reader Satisfaction

  • Competitor Mystery Shopping

  • Visitor Survey

  • International Competitor Mystery Shopping

  • Housing Scheme Test

  • Benchmarking Mystery Shopping

  • Loyalty Scheme

  • Brand Image Research

  • Marketing consultancy for direct insurance

  • Engaging adults back into education

  • Mixed Media Advertising Analysis

  • Understanding the Sales Journey Experience from both sides

  • Understanding the use of Temporary Labour

  • Brand Development

  • Sports Facility Survey

  • Revitalising Existing Brand

  • Public Consultation - Council Tax

  • Compliance Mystery Shopping

  • Plasterboard Packaging Research

  • Broker Relationship Survey

  • Prototype Evaluation

  • Satisfaction Survey (Housing)

  • Cathedral Visitor Survey

  • Brand Development & Product Screening

  • Website Development

  • Global Advertising Campaign

  • Understanding Customer Pricing

  • Understanding Local Business Needs

  • Tourism Focus Groups

  • Audience Development Plan

  • Service Delivery 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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