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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

  • Driving business growth

  • Mixed Media Advertising Analysis

  • Sports Facility Survey

  • Product Development using Ethnography

  • Visitor Survey

  • Luxury In-store Display

  • Engaging adults back into education

  • Housing Scheme Test

  • Understanding Local Business Needs

  • Website Development

  • Sentencers' Satisfaction Survey

  • Developing marketing materials for new products

  • International Competitor Mystery Shopping

  • Staff Surveys

  • Communication: New and existing financial products

  • Cathedral Visitor Survey

  • Financial Brand Satisfaction Tracking

  • Understanding Attrition

  • Brand Development

  • Loyalty Scheme

  • Development of the Direct Offering

  • Service Delivery Mystery Shopping

  • Benchmarking Mystery Shopping

  • Broker Relationship Survey

  • Affinities Partner

  • Marketing consultancy for direct insurance

  • Adult Home Care Tracking Product Development

  • Tourism Focus Groups

  • Plasterboard Packaging Research

  • Competitor Mystery Shopping

  • Compliance Mystery Shopping

  • New Expert Information Product

  • Public Consultation - Waste

  • Trade-off Pricing Research

  • Reader Satisfaction

  • International Satisfaction & Development

  • Representative panel building

  • Understanding the use of Temporary Labour

  • Help Desk Mystery Shopping

  • Audience Development Plan

  • Comms testing alongside NPD

  • Understanding Customer Pricing

  • Multi-national Usage & Attitude Survey

  • Strategic Brand Development

  • Global Advertising Campaign

  • Brand Development & Product Screening

  • Revitalising Existing Brand

  • Prototype Evaluation

  • Satisfaction Survey (Housing)

  • Brand Image Research

  • Public Consultation - Council Tax

  • Understanding the Sales Journey Experience from both sides

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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