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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

  • Global Advertising Campaign

  • Broker Relationship Survey

  • Mixed Media Advertising Analysis

  • Public Consultation - Council Tax

  • Benchmarking Mystery Shopping

  • Revitalising Existing Brand

  • Audience Development Plan

  • Staff Surveys

  • Trade-off Pricing Research

  • International Satisfaction & Development

  • Visitor Survey

  • Cathedral Visitor Survey

  • Multi-national Usage & Attitude Survey

  • Luxury In-store Display

  • Financial Brand Satisfaction Tracking

  • Loyalty Scheme

  • Comms testing alongside NPD

  • Satisfaction Survey (Housing)

  • Service Delivery Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Public Consultation - Waste

  • Plasterboard Packaging Research

  • Developing marketing materials for new products

  • Help Desk Mystery Shopping

  • Affinities Partner

  • Understanding Local Business Needs

  • Strategic Brand Development

  • Sports Facility Survey

  • Prototype Evaluation

  • Sentencers' Satisfaction Survey

  • Housing Scheme Test

  • Communication: New and existing financial products

  • Brand Development & Product Screening

  • New Expert Information Product

  • Understanding the Sales Journey Experience from both sides

  • Reader Satisfaction

  • Brand Image Research

  • Engaging adults back into education

  • Tourism Focus Groups

  • Website Development

  • Driving business growth

  • Marketing consultancy for direct insurance

  • International Competitor Mystery Shopping

  • Understanding Attrition

  • Understanding the use of Temporary Labour

  • Product Development using Ethnography

  • Development of the Direct Offering

  • Understanding Customer Pricing

  • Representative panel building

  • Competitor Mystery Shopping

  • Compliance Mystery Shopping

  • Brand Development

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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