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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

  • Public Consultation - Council Tax

  • Affinities Partner

  • Multi-national Usage & Attitude Survey

  • Developing marketing materials for new products

  • Brand Development

  • Competitor Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Understanding the use of Temporary Labour

  • Strategic Brand Development

  • Tourism Focus Groups

  • Product Development using Ethnography

  • Service Delivery Mystery Shopping

  • Reader Satisfaction

  • Website Development

  • Satisfaction Survey (Housing)

  • Prototype Evaluation

  • Global Advertising Campaign

  • Loyalty Scheme

  • Engaging adults back into education

  • Marketing consultancy for direct insurance

  • Visitor Survey

  • Driving business growth

  • Staff Surveys

  • Housing Scheme Test

  • Sentencers' Satisfaction Survey

  • Brand Development & Product Screening

  • Understanding the Sales Journey Experience from both sides

  • Understanding Attrition

  • Trade-off Pricing Research

  • Adult Home Care Tracking Product Development

  • International Competitor Mystery Shopping

  • Comms testing alongside NPD

  • Understanding Customer Pricing

  • Communication: New and existing financial products

  • Benchmarking Mystery Shopping

  • Broker Relationship Survey

  • Help Desk Mystery Shopping

  • Public Consultation - Waste

  • Audience Development Plan

  • Revitalising Existing Brand

  • Understanding Local Business Needs

  • Mixed Media Advertising Analysis

  • Compliance Mystery Shopping

  • Development of the Direct Offering

  • New Expert Information Product

  • Cathedral Visitor Survey

  • Plasterboard Packaging Research

  • International Satisfaction & Development

  • Brand Image Research

  • Sports Facility Survey

  • Luxury In-store Display

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

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Contact us to discover how we can help your business today.

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