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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

  • Public Consultation - Council Tax

  • Marketing consultancy for direct insurance

  • Audience Development Plan

  • Strategic Brand Development

  • Understanding the use of Temporary Labour

  • Affinities Partner

  • Understanding Local Business Needs

  • Sentencers' Satisfaction Survey

  • Brand Image Research

  • Understanding Attrition

  • Benchmarking Mystery Shopping

  • Housing Scheme Test

  • Reader Satisfaction

  • Tourism Focus Groups

  • Plasterboard Packaging Research

  • Luxury In-store Display

  • New Expert Information Product

  • Engaging adults back into education

  • Broker Relationship Survey

  • International Competitor Mystery Shopping

  • Adult Home Care Tracking Product Development

  • Mixed Media Advertising Analysis

  • Revitalising Existing Brand

  • Multi-national Usage & Attitude Survey

  • Financial Brand Satisfaction Tracking

  • Developing marketing materials for new products

  • Comms testing alongside NPD

  • Product Development using Ethnography

  • Satisfaction Survey (Housing)

  • Visitor Survey

  • Help Desk Mystery Shopping

  • Website Development

  • Communication: New and existing financial products

  • Cathedral Visitor Survey

  • International Satisfaction & Development

  • Sports Facility Survey

  • Service Delivery Mystery Shopping

  • Staff Surveys

  • Trade-off Pricing Research

  • Prototype Evaluation

  • Representative panel building

  • Compliance Mystery Shopping

  • Brand Development

  • Public Consultation - Waste

  • Understanding Customer Pricing

  • Brand Development & Product Screening

  • Driving business growth

  • Global Advertising Campaign

  • Competitor Mystery Shopping

  • Development of the Direct Offering

  • Understanding the Sales Journey Experience from both sides

  • Loyalty Scheme

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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