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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

  • Global Advertising Campaign

  • Compliance Mystery Shopping

  • Brand Development & Product Screening

  • Sports Facility Survey

  • Help Desk Mystery Shopping

  • International Competitor Mystery Shopping

  • Engaging adults back into education

  • Affinities Partner

  • Broker Relationship Survey

  • Plasterboard Packaging Research

  • Service Delivery Mystery Shopping

  • Loyalty Scheme

  • New Expert Information Product

  • Mixed Media Advertising Analysis

  • Tourism Focus Groups

  • Brand Development

  • Housing Scheme Test

  • Satisfaction Survey (Housing)

  • Understanding Customer Pricing

  • Understanding the use of Temporary Labour

  • International Satisfaction & Development

  • Financial Brand Satisfaction Tracking

  • Developing marketing materials for new products

  • Development of the Direct Offering

  • Strategic Brand Development

  • Marketing consultancy for direct insurance

  • Revitalising Existing Brand

  • Multi-national Usage & Attitude Survey

  • Public Consultation - Council Tax

  • Product Development using Ethnography

  • Audience Development Plan

  • Understanding Attrition

  • Reader Satisfaction

  • Driving business growth

  • Visitor Survey

  • Prototype Evaluation

  • Website Development

  • Communication: New and existing financial products

  • Understanding Local Business Needs

  • Sentencers' Satisfaction Survey

  • Luxury In-store Display

  • Trade-off Pricing Research

  • Adult Home Care Tracking Product Development

  • Staff Surveys

  • Brand Image Research

  • Public Consultation - Waste

  • Cathedral Visitor Survey

  • Comms testing alongside NPD

  • Understanding the Sales Journey Experience from both sides

  • Benchmarking Mystery Shopping

  • Competitor 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

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Contact us to discover how we can help your business today.

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