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

  • Developing marketing materials for new products

  • Public Consultation - Council Tax

  • Satisfaction Survey (Housing)

  • Marketing consultancy for direct insurance

  • Financial Brand Satisfaction Tracking

  • Understanding Customer Pricing

  • Audience Development Plan

  • Understanding the use of Temporary Labour

  • Brand Development

  • Benchmarking Mystery Shopping

  • Affinities Partner

  • Loyalty Scheme

  • Visitor Survey

  • Representative panel building

  • Broker Relationship Survey

  • Public Consultation - Waste

  • Multi-national Usage & Attitude Survey

  • Understanding Attrition

  • Communication: New and existing financial products

  • Mixed Media Advertising Analysis

  • Driving business growth

  • Staff Surveys

  • Brand Image Research

  • Compliance Mystery Shopping

  • Plasterboard Packaging Research

  • Revitalising Existing Brand

  • Website Development

  • Brand Development & Product Screening

  • Sentencers' Satisfaction Survey

  • Cathedral Visitor Survey

  • Trade-off Pricing Research

  • Adult Home Care Tracking Product Development

  • Global Advertising Campaign

  • Sports Facility Survey

  • International Competitor Mystery Shopping

  • International Satisfaction & Development

  • Competitor Mystery Shopping

  • Help Desk Mystery Shopping

  • Prototype Evaluation

  • Engaging adults back into education

  • Tourism Focus Groups

  • Understanding Local Business Needs

  • Strategic Brand Development

  • Product Development using Ethnography

  • Service Delivery Mystery Shopping

  • New Expert Information Product

  • Understanding the Sales Journey Experience from both sides

  • Comms testing alongside NPD

  • Luxury In-store Display

  • Reader Satisfaction

  • Housing Scheme Test

  • Development of the Direct Offering

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