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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

  • Trade-off Pricing Research

  • Website Development

  • Brand Development

  • Staff Surveys

  • Communication: New and existing financial products

  • Prototype Evaluation

  • Understanding the Sales Journey Experience from both sides

  • Understanding the use of Temporary Labour

  • Broker Relationship Survey

  • Product Development using Ethnography

  • Global Advertising Campaign

  • Sentencers' Satisfaction Survey

  • Understanding Customer Pricing

  • Development of the Direct Offering

  • Service Delivery Mystery Shopping

  • Driving business growth

  • International Competitor Mystery Shopping

  • Public Consultation - Council Tax

  • Engaging adults back into education

  • Adult Home Care Tracking Product Development

  • Compliance Mystery Shopping

  • Mixed Media Advertising Analysis

  • Revitalising Existing Brand

  • Understanding Local Business Needs

  • Affinities Partner

  • Audience Development Plan

  • International Satisfaction & Development

  • Sports Facility Survey

  • Benchmarking Mystery Shopping

  • Plasterboard Packaging Research

  • Loyalty Scheme

  • Brand Development & Product Screening

  • Comms testing alongside NPD

  • Housing Scheme Test

  • Brand Image Research

  • Luxury In-store Display

  • Public Consultation - Waste

  • Tourism Focus Groups

  • Multi-national Usage & Attitude Survey

  • Understanding Attrition

  • Competitor Mystery Shopping

  • Satisfaction Survey (Housing)

  • Reader Satisfaction

  • Financial Brand Satisfaction Tracking

  • New Expert Information Product

  • Help Desk Mystery Shopping

  • Marketing consultancy for direct insurance

  • Cathedral Visitor Survey

  • Visitor Survey

  • Strategic Brand Development

  • Developing marketing materials for new products

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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