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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

  • Development of the Direct Offering

  • Audience Development Plan

  • Public Consultation - Council Tax

  • International Satisfaction & Development

  • Staff Surveys

  • Engaging adults back into education

  • Sports Facility Survey

  • Compliance Mystery Shopping

  • Understanding Customer Pricing

  • Cathedral Visitor Survey

  • Competitor Mystery Shopping

  • Understanding the use of Temporary Labour

  • Help Desk Mystery Shopping

  • Prototype Evaluation

  • Understanding the Sales Journey Experience from both sides

  • Representative panel building

  • Global Advertising Campaign

  • Mixed Media Advertising Analysis

  • Multi-national Usage & Attitude Survey

  • Housing Scheme Test

  • Sentencers' Satisfaction Survey

  • Driving business growth

  • Visitor Survey

  • Comms testing alongside NPD

  • Loyalty Scheme

  • Product Development using Ethnography

  • Brand Development & Product Screening

  • Broker Relationship Survey

  • Understanding Attrition

  • Financial Brand Satisfaction Tracking

  • Understanding Local Business Needs

  • Plasterboard Packaging Research

  • Affinities Partner

  • Luxury In-store Display

  • Adult Home Care Tracking Product Development

  • Developing marketing materials for new products

  • Marketing consultancy for direct insurance

  • Tourism Focus Groups

  • Communication: New and existing financial products

  • Public Consultation - Waste

  • Website Development

  • Benchmarking Mystery Shopping

  • Revitalising Existing Brand

  • New Expert Information Product

  • Brand Image Research

  • Trade-off Pricing Research

  • Reader Satisfaction

  • Service Delivery Mystery Shopping

  • Strategic Brand Development

  • Satisfaction Survey (Housing)

  • Brand Development

  • International 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

Ready to find out more?

Contact us to discover how we can help your business today.

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