Skip navigation

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

  • Service Delivery Mystery Shopping

  • Understanding Local Business Needs

  • Financial Brand Satisfaction Tracking

  • Trade-off Pricing Research

  • Comms testing alongside NPD

  • Help Desk Mystery Shopping

  • Product Development using Ethnography

  • Understanding the Sales Journey Experience from both sides

  • Loyalty Scheme

  • Global Advertising Campaign

  • Public Consultation - Waste

  • Benchmarking Mystery Shopping

  • Strategic Brand Development

  • Brand Image Research

  • Affinities Partner

  • Prototype Evaluation

  • Website Development

  • Revitalising Existing Brand

  • Engaging adults back into education

  • Sentencers' Satisfaction Survey

  • Plasterboard Packaging Research

  • International Satisfaction & Development

  • Luxury In-store Display

  • Understanding Customer Pricing

  • Mixed Media Advertising Analysis

  • International Competitor Mystery Shopping

  • Sports Facility Survey

  • Satisfaction Survey (Housing)

  • Housing Scheme Test

  • New Expert Information Product

  • Development of the Direct Offering

  • Cathedral Visitor Survey

  • Driving business growth

  • Broker Relationship Survey

  • Tourism Focus Groups

  • Adult Home Care Tracking Product Development

  • Staff Surveys

  • Understanding Attrition

  • Compliance Mystery Shopping

  • Communication: New and existing financial products

  • Competitor Mystery Shopping

  • Public Consultation - Council Tax

  • Multi-national Usage & Attitude Survey

  • Visitor Survey

  • Marketing consultancy for direct insurance

  • Brand Development & Product Screening

  • Reader Satisfaction

  • Understanding the use of Temporary Labour

  • Developing marketing materials for new products

  • Brand Development

  • Audience Development Plan

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.

Get in touch