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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

  • Benchmarking Mystery Shopping

  • Staff Surveys

  • Housing Scheme Test

  • Communication: New and existing financial products

  • Broker Relationship Survey

  • Competitor Mystery Shopping

  • Prototype Evaluation

  • Product Development using Ethnography

  • Website Development

  • Loyalty Scheme

  • Understanding Customer Pricing

  • Luxury In-store Display

  • Compliance Mystery Shopping

  • Mixed Media Advertising Analysis

  • Understanding Local Business Needs

  • Revitalising Existing Brand

  • Tourism Focus Groups

  • Trade-off Pricing Research

  • Understanding the Sales Journey Experience from both sides

  • New Expert Information Product

  • Brand Development

  • Engaging adults back into education

  • Help Desk Mystery Shopping

  • International Competitor Mystery Shopping

  • Audience Development Plan

  • Comms testing alongside NPD

  • Cathedral Visitor Survey

  • International Satisfaction & Development

  • Public Consultation - Council Tax

  • Global Advertising Campaign

  • Brand Image Research

  • Plasterboard Packaging Research

  • Public Consultation - Waste

  • Financial Brand Satisfaction Tracking

  • Sports Facility Survey

  • Satisfaction Survey (Housing)

  • Representative panel building

  • Reader Satisfaction

  • Developing marketing materials for new products

  • Development of the Direct Offering

  • Service Delivery Mystery Shopping

  • Driving business growth

  • Understanding Attrition

  • Adult Home Care Tracking Product Development

  • Understanding the use of Temporary Labour

  • Visitor Survey

  • Sentencers' Satisfaction Survey

  • Multi-national Usage & Attitude Survey

  • Affinities Partner

  • Marketing consultancy for direct insurance

  • Strategic Brand Development

  • Brand Development & Product Screening

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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