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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

  • Financial Brand Satisfaction Tracking

  • Broker Relationship Survey

  • Communication: New and existing financial products

  • Marketing consultancy for direct insurance

  • Comms testing alongside NPD

  • Plasterboard Packaging Research

  • Global Advertising Campaign

  • Understanding Attrition

  • Representative panel building

  • Public Consultation - Council Tax

  • Developing marketing materials for new products

  • Website Development

  • Mixed Media Advertising Analysis

  • Brand Development

  • Public Consultation - Waste

  • Cathedral Visitor Survey

  • Understanding Local Business Needs

  • Understanding Customer Pricing

  • International Competitor Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Sports Facility Survey

  • Satisfaction Survey (Housing)

  • Product Development using Ethnography

  • International Satisfaction & Development

  • Help Desk Mystery Shopping

  • Service Delivery Mystery Shopping

  • Understanding the use of Temporary Labour

  • Audience Development Plan

  • Benchmarking Mystery Shopping

  • Prototype Evaluation

  • Revitalising Existing Brand

  • Housing Scheme Test

  • Development of the Direct Offering

  • Affinities Partner

  • Competitor Mystery Shopping

  • Understanding the Sales Journey Experience from both sides

  • Loyalty Scheme

  • Reader Satisfaction

  • Compliance Mystery Shopping

  • New Expert Information Product

  • Brand Development & Product Screening

  • Tourism Focus Groups

  • Trade-off Pricing Research

  • Staff Surveys

  • Visitor Survey

  • Driving business growth

  • Brand Image Research

  • Multi-national Usage & Attitude Survey

  • Sentencers' Satisfaction Survey

  • Strategic Brand Development

  • Luxury In-store Display

  • Engaging adults back into education

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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