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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

  • Prototype Evaluation

  • Financial Brand Satisfaction Tracking

  • Development of the Direct Offering

  • Trade-off Pricing Research

  • Engaging adults back into education

  • Strategic Brand Development

  • Developing marketing materials for new products

  • Luxury In-store Display

  • Broker Relationship Survey

  • Sentencers' Satisfaction Survey

  • Global Advertising Campaign

  • Reader Satisfaction

  • Benchmarking Mystery Shopping

  • Help Desk Mystery Shopping

  • Cathedral Visitor Survey

  • Website Development

  • Communication: New and existing financial products

  • Plasterboard Packaging Research

  • Loyalty Scheme

  • Affinities Partner

  • Revitalising Existing Brand

  • Staff Surveys

  • Understanding the Sales Journey Experience from both sides

  • Multi-national Usage & Attitude Survey

  • Sports Facility Survey

  • Audience Development Plan

  • Brand Image Research

  • Understanding Local Business Needs

  • Public Consultation - Waste

  • Product Development using Ethnography

  • Public Consultation - Council Tax

  • Compliance Mystery Shopping

  • Tourism Focus Groups

  • New Expert Information Product

  • International Satisfaction & Development

  • Brand Development & Product Screening

  • Mixed Media Advertising Analysis

  • Driving business growth

  • Comms testing alongside NPD

  • Understanding Attrition

  • International Competitor Mystery Shopping

  • Housing Scheme Test

  • Service Delivery Mystery Shopping

  • Understanding the use of Temporary Labour

  • Visitor Survey

  • Satisfaction Survey (Housing)

  • Competitor Mystery Shopping

  • Understanding Customer Pricing

  • Brand Development

  • Adult Home Care Tracking Product Development

  • Marketing consultancy for direct insurance

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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