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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

  • Brand Development & Product Screening

  • Adult Home Care Tracking Product Development

  • Brand Image Research

  • Communication: New and existing financial products

  • Global Advertising Campaign

  • Luxury In-store Display

  • Satisfaction Survey (Housing)

  • Compliance Mystery Shopping

  • Driving business growth

  • Understanding the Sales Journey Experience from both sides

  • Staff Surveys

  • Prototype Evaluation

  • Sports Facility Survey

  • Service Delivery Mystery Shopping

  • Mixed Media Advertising Analysis

  • Brand Development

  • Broker Relationship Survey

  • Comms testing alongside NPD

  • International Competitor Mystery Shopping

  • Understanding Customer Pricing

  • Benchmarking Mystery Shopping

  • Public Consultation - Waste

  • Developing marketing materials for new products

  • Product Development using Ethnography

  • Strategic Brand Development

  • New Expert Information Product

  • Financial Brand Satisfaction Tracking

  • Cathedral Visitor Survey

  • Plasterboard Packaging Research

  • Reader Satisfaction

  • Engaging adults back into education

  • Public Consultation - Council Tax

  • International Satisfaction & Development

  • Help Desk Mystery Shopping

  • Marketing consultancy for direct insurance

  • Website Development

  • Audience Development Plan

  • Trade-off Pricing Research

  • Affinities Partner

  • Visitor Survey

  • Loyalty Scheme

  • Sentencers' Satisfaction Survey

  • Understanding the use of Temporary Labour

  • Revitalising Existing Brand

  • Competitor Mystery Shopping

  • Multi-national Usage & Attitude Survey

  • Development of the Direct Offering

  • Tourism Focus Groups

  • Understanding Local Business Needs

  • Understanding Attrition

  • Housing Scheme Test

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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