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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

  • Revitalising Existing Brand

  • Driving business growth

  • Reader Satisfaction

  • Cathedral Visitor Survey

  • Global Advertising Campaign

  • Luxury In-store Display

  • Financial Brand Satisfaction Tracking

  • Public Consultation - Waste

  • Plasterboard Packaging Research

  • Affinities Partner

  • Benchmarking Mystery Shopping

  • Sports Facility Survey

  • Product Development using Ethnography

  • International Satisfaction & Development

  • Sentencers' Satisfaction Survey

  • Loyalty Scheme

  • Prototype Evaluation

  • Brand Development & Product Screening

  • Brand Image Research

  • Developing marketing materials for new products

  • Understanding the use of Temporary Labour

  • International Competitor Mystery Shopping

  • Audience Development Plan

  • Adult Home Care Tracking Product Development

  • Engaging adults back into education

  • Comms testing alongside NPD

  • Visitor Survey

  • Strategic Brand Development

  • Multi-national Usage & Attitude Survey

  • New Expert Information Product

  • Broker Relationship Survey

  • Understanding Local Business Needs

  • Communication: New and existing financial products

  • Public Consultation - Council Tax

  • Housing Scheme Test

  • Competitor Mystery Shopping

  • Tourism Focus Groups

  • Help Desk Mystery Shopping

  • Mixed Media Advertising Analysis

  • Service Delivery Mystery Shopping

  • Brand Development

  • Marketing consultancy for direct insurance

  • Development of the Direct Offering

  • Trade-off Pricing Research

  • Staff Surveys

  • Website Development

  • Understanding Customer Pricing

  • Understanding the Sales Journey Experience from both sides

  • Understanding Attrition

  • Satisfaction Survey (Housing)

  • Compliance Mystery Shopping

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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