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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

  • International Competitor Mystery Shopping

  • Revitalising Existing Brand

  • Understanding Customer Pricing

  • Luxury In-store Display

  • Engaging adults back into education

  • Trade-off Pricing Research

  • Satisfaction Survey (Housing)

  • Development of the Direct Offering

  • Public Consultation - Council Tax

  • Driving business growth

  • Sports Facility Survey

  • Public Consultation - Waste

  • New Expert Information Product

  • Broker Relationship Survey

  • Reader Satisfaction

  • Help Desk Mystery Shopping

  • Comms testing alongside NPD

  • Communication: New and existing financial products

  • Visitor Survey

  • Tourism Focus Groups

  • Multi-national Usage & Attitude Survey

  • Compliance Mystery Shopping

  • Loyalty Scheme

  • Global Advertising Campaign

  • Affinities Partner

  • Service Delivery Mystery Shopping

  • Audience Development Plan

  • Cathedral Visitor Survey

  • Strategic Brand Development

  • Prototype Evaluation

  • Benchmarking Mystery Shopping

  • Developing marketing materials for new products

  • Competitor Mystery Shopping

  • Brand Development

  • Adult Home Care Tracking Product Development

  • Website Development

  • Understanding Local Business Needs

  • Staff Surveys

  • International Satisfaction & Development

  • Understanding the use of Temporary Labour

  • Plasterboard Packaging Research

  • Brand Development & Product Screening

  • Understanding Attrition

  • Housing Scheme Test

  • Marketing consultancy for direct insurance

  • Brand Image Research

  • Sentencers' Satisfaction Survey

  • Financial Brand Satisfaction Tracking

  • Product Development using Ethnography

  • Mixed Media Advertising Analysis

  • Understanding the Sales Journey Experience from both sides

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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