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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

  • Sports Facility Survey

  • Affinities Partner

  • Benchmarking Mystery Shopping

  • Understanding Attrition

  • Engaging adults back into education

  • Multi-national Usage & Attitude Survey

  • Mixed Media Advertising Analysis

  • Brand Development & Product Screening

  • Financial Brand Satisfaction Tracking

  • New Expert Information Product

  • Adult Home Care Tracking Product Development

  • Public Consultation - Waste

  • Communication: New and existing financial products

  • Product Development using Ethnography

  • Comms testing alongside NPD

  • Reader Satisfaction

  • Loyalty Scheme

  • Global Advertising Campaign

  • Public Consultation - Council Tax

  • Developing marketing materials for new products

  • Trade-off Pricing Research

  • Prototype Evaluation

  • Cathedral Visitor Survey

  • Compliance Mystery Shopping

  • International Competitor Mystery Shopping

  • Plasterboard Packaging Research

  • Visitor Survey

  • Audience Development Plan

  • Housing Scheme Test

  • Understanding the Sales Journey Experience from both sides

  • Understanding the use of Temporary Labour

  • Sentencers' Satisfaction Survey

  • Brand Development

  • Understanding Local Business Needs

  • Tourism Focus Groups

  • Website Development

  • International Satisfaction & Development

  • Marketing consultancy for direct insurance

  • Understanding Customer Pricing

  • Satisfaction Survey (Housing)

  • Broker Relationship Survey

  • Service Delivery Mystery Shopping

  • Competitor Mystery Shopping

  • Staff Surveys

  • Revitalising Existing Brand

  • Driving business growth

  • Help Desk Mystery Shopping

  • Brand Image Research

  • Representative panel building

  • Luxury In-store Display

  • Strategic Brand Development

  • Development of the Direct Offering

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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