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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

  • Housing Scheme Test

  • Multi-national Usage & Attitude Survey

  • Competitor Mystery Shopping

  • Help Desk Mystery Shopping

  • Revitalising Existing Brand

  • Website Development

  • Communication: New and existing financial products

  • Representative panel building

  • Sentencers' Satisfaction Survey

  • Plasterboard Packaging Research

  • Luxury In-store Display

  • Cathedral Visitor Survey

  • Understanding Customer Pricing

  • New Expert Information Product

  • Mixed Media Advertising Analysis

  • Brand Development

  • Brand Image Research

  • Engaging adults back into education

  • Driving business growth

  • Developing marketing materials for new products

  • Broker Relationship Survey

  • Prototype Evaluation

  • Global Advertising Campaign

  • Adult Home Care Tracking Product Development

  • Strategic Brand Development

  • Staff Surveys

  • International Satisfaction & Development

  • Reader Satisfaction

  • Benchmarking Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Marketing consultancy for direct insurance

  • Visitor Survey

  • Public Consultation - Waste

  • Sports Facility Survey

  • Development of the Direct Offering

  • Understanding the use of Temporary Labour

  • Trade-off Pricing Research

  • Understanding Local Business Needs

  • Understanding Attrition

  • Affinities Partner

  • Loyalty Scheme

  • Understanding the Sales Journey Experience from both sides

  • Compliance Mystery Shopping

  • Brand Development & Product Screening

  • International Competitor Mystery Shopping

  • Comms testing alongside NPD

  • Audience Development Plan

  • Tourism Focus Groups

  • Public Consultation - Council Tax

  • Satisfaction Survey (Housing)

  • Product Development using Ethnography

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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