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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

  • Sentencers' Satisfaction Survey

  • Satisfaction Survey (Housing)

  • Comms testing alongside NPD

  • Reader Satisfaction

  • Broker Relationship Survey

  • Financial Brand Satisfaction Tracking

  • Strategic Brand Development

  • Compliance Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • New Expert Information Product

  • Competitor Mystery Shopping

  • Brand Development

  • Visitor Survey

  • Brand Image Research

  • Understanding Local Business Needs

  • Communication: New and existing financial products

  • Public Consultation - Waste

  • Product Development using Ethnography

  • Benchmarking Mystery Shopping

  • Revitalising Existing Brand

  • Marketing consultancy for direct insurance

  • Public Consultation - Council Tax

  • Website Development

  • Prototype Evaluation

  • International Satisfaction & Development

  • International Competitor Mystery Shopping

  • Loyalty Scheme

  • Developing marketing materials for new products

  • Global Advertising Campaign

  • Service Delivery Mystery Shopping

  • Understanding Customer Pricing

  • Adult Home Care Tracking Product Development

  • Staff Surveys

  • Brand Development & Product Screening

  • Sports Facility Survey

  • Housing Scheme Test

  • Understanding Attrition

  • Luxury In-store Display

  • Tourism Focus Groups

  • Trade-off Pricing Research

  • Driving business growth

  • Affinities Partner

  • Understanding the Sales Journey Experience from both sides

  • Cathedral Visitor Survey

  • Audience Development Plan

  • Development of the Direct Offering

  • Plasterboard Packaging Research

  • Mixed Media Advertising Analysis

  • Help Desk Mystery Shopping

  • Engaging adults back into education

  • Understanding the use of Temporary Labour

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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