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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

  • Public Consultation - Council Tax

  • Driving business growth

  • Website Development

  • Engaging adults back into education

  • Sentencers' Satisfaction Survey

  • Strategic Brand Development

  • Mixed Media Advertising Analysis

  • Housing Scheme Test

  • Broker Relationship Survey

  • Comms testing alongside NPD

  • Communication: New and existing financial products

  • Brand Development

  • Developing marketing materials for new products

  • Marketing consultancy for direct insurance

  • Trade-off Pricing Research

  • Adult Home Care Tracking Product Development

  • Staff Surveys

  • International Satisfaction & Development

  • Global Advertising Campaign

  • Reader Satisfaction

  • New Expert Information Product

  • Brand Development & Product Screening

  • Prototype Evaluation

  • Benchmarking Mystery Shopping

  • Tourism Focus Groups

  • Understanding the Sales Journey Experience from both sides

  • Affinities Partner

  • International Competitor Mystery Shopping

  • Brand Image Research

  • Revitalising Existing Brand

  • Help Desk Mystery Shopping

  • Understanding Customer Pricing

  • Loyalty Scheme

  • Plasterboard Packaging Research

  • Understanding Attrition

  • Sports Facility Survey

  • Compliance Mystery Shopping

  • Competitor Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Understanding Local Business Needs

  • Satisfaction Survey (Housing)

  • Service Delivery Mystery Shopping

  • Product Development using Ethnography

  • Development of the Direct Offering

  • Representative panel building

  • Visitor Survey

  • Cathedral Visitor Survey

  • Audience Development Plan

  • Understanding the use of Temporary Labour

  • Luxury In-store Display

  • Financial Brand Satisfaction Tracking

  • Public Consultation - Waste

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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