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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

  • Engaging adults back into education

  • Public Consultation - Waste

  • Broker Relationship Survey

  • Global Advertising Campaign

  • Product Development using Ethnography

  • Prototype Evaluation

  • Website Development

  • Brand Development

  • Cathedral Visitor Survey

  • Understanding the use of Temporary Labour

  • Adult Home Care Tracking Product Development

  • Plasterboard Packaging Research

  • Communication: New and existing financial products

  • Benchmarking Mystery Shopping

  • Mixed Media Advertising Analysis

  • Comms testing alongside NPD

  • Compliance Mystery Shopping

  • Revitalising Existing Brand

  • Reader Satisfaction

  • Loyalty Scheme

  • Competitor Mystery Shopping

  • Visitor Survey

  • Marketing consultancy for direct insurance

  • Development of the Direct Offering

  • Sentencers' Satisfaction Survey

  • Strategic Brand Development

  • Satisfaction Survey (Housing)

  • Service Delivery Mystery Shopping

  • Driving business growth

  • Brand Development & Product Screening

  • New Expert Information Product

  • Audience Development Plan

  • Trade-off Pricing Research

  • Understanding Local Business Needs

  • Developing marketing materials for new products

  • Understanding the Sales Journey Experience from both sides

  • Public Consultation - Council Tax

  • International Competitor Mystery Shopping

  • Sports Facility Survey

  • Housing Scheme Test

  • Tourism Focus Groups

  • Multi-national Usage & Attitude Survey

  • Brand Image Research

  • Luxury In-store Display

  • Help Desk Mystery Shopping

  • Understanding Customer Pricing

  • Affinities Partner

  • Staff Surveys

  • Financial Brand Satisfaction Tracking

  • International Satisfaction & Development

  • Understanding Attrition

Contact Phoenix MRC


01242 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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