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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

  • Trade-off Pricing Research

  • International Satisfaction & Development

  • Understanding Local Business Needs

  • Mixed Media Advertising Analysis

  • Plasterboard Packaging Research

  • Developing marketing materials for new products

  • Marketing consultancy for direct insurance

  • Luxury In-store Display

  • Development of the Direct Offering

  • Communication: New and existing financial products

  • Driving business growth

  • Satisfaction Survey (Housing)

  • Broker Relationship Survey

  • Public Consultation - Waste

  • Benchmarking Mystery Shopping

  • Engaging adults back into education

  • Brand Development

  • Housing Scheme Test

  • Visitor Survey

  • International Competitor Mystery Shopping

  • Help Desk Mystery Shopping

  • Audience Development Plan

  • Competitor Mystery Shopping

  • Understanding the Sales Journey Experience from both sides

  • Staff Surveys

  • Global Advertising Campaign

  • Loyalty Scheme

  • Understanding Attrition

  • Prototype Evaluation

  • Financial Brand Satisfaction Tracking

  • Compliance Mystery Shopping

  • Service Delivery Mystery Shopping

  • Brand Image Research

  • Understanding the use of Temporary Labour

  • Representative panel building

  • Comms testing alongside NPD

  • Multi-national Usage & Attitude Survey

  • Reader Satisfaction

  • New Expert Information Product

  • Sentencers' Satisfaction Survey

  • Public Consultation - Council Tax

  • Adult Home Care Tracking Product Development

  • Tourism Focus Groups

  • Brand Development & Product Screening

  • Product Development using Ethnography

  • Website Development

  • Affinities Partner

  • Understanding Customer Pricing

  • Strategic Brand Development

  • Revitalising Existing Brand

  • Cathedral Visitor Survey

  • Sports Facility Survey

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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