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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

  • Understanding Local Business Needs

  • Reader Satisfaction

  • Marketing consultancy for direct insurance

  • Strategic Brand Development

  • Brand Development

  • Plasterboard Packaging Research

  • Housing Scheme Test

  • Understanding Customer Pricing

  • Public Consultation - Council Tax

  • Developing marketing materials for new products

  • Tourism Focus Groups

  • International Competitor Mystery Shopping

  • Help Desk Mystery Shopping

  • Trade-off Pricing Research

  • Cathedral Visitor Survey

  • Affinities Partner

  • Website Development

  • Benchmarking Mystery Shopping

  • Broker Relationship Survey

  • International Satisfaction & Development

  • Product Development using Ethnography

  • Competitor Mystery Shopping

  • Satisfaction Survey (Housing)

  • Comms testing alongside NPD

  • Financial Brand Satisfaction Tracking

  • Revitalising Existing Brand

  • New Expert Information Product

  • Visitor Survey

  • Brand Development & Product Screening

  • Understanding the Sales Journey Experience from both sides

  • Sports Facility Survey

  • Understanding the use of Temporary Labour

  • Development of the Direct Offering

  • Understanding Attrition

  • Engaging adults back into education

  • Luxury In-store Display

  • Staff Surveys

  • Mixed Media Advertising Analysis

  • Brand Image Research

  • Public Consultation - Waste

  • Loyalty Scheme

  • Driving business growth

  • Audience Development Plan

  • Multi-national Usage & Attitude Survey

  • Service Delivery Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Communication: New and existing financial products

  • Compliance Mystery Shopping

  • Prototype Evaluation

  • Sentencers' Satisfaction Survey

  • Global Advertising Campaign

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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