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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

  • Trade-off Pricing Research

  • Visitor Survey

  • Engaging adults back into education

  • Driving business growth

  • Adult Home Care Tracking Product Development

  • Housing Scheme Test

  • Compliance Mystery Shopping

  • Public Consultation - Council Tax

  • Help Desk Mystery Shopping

  • International Satisfaction & Development

  • Product Development using Ethnography

  • Website Development

  • Global Advertising Campaign

  • Service Delivery Mystery Shopping

  • Satisfaction Survey (Housing)

  • Broker Relationship Survey

  • Reader Satisfaction

  • Public Consultation - Waste

  • Loyalty Scheme

  • Staff Surveys

  • Tourism Focus Groups

  • Benchmarking Mystery Shopping

  • Mixed Media Advertising Analysis

  • Revitalising Existing Brand

  • Understanding the Sales Journey Experience from both sides

  • Prototype Evaluation

  • Audience Development Plan

  • Plasterboard Packaging Research

  • Understanding Attrition

  • Affinities Partner

  • Comms testing alongside NPD

  • Strategic Brand Development

  • Marketing consultancy for direct insurance

  • Luxury In-store Display

  • Understanding the use of Temporary Labour

  • Brand Image Research

  • Multi-national Usage & Attitude Survey

  • Understanding Customer Pricing

  • Financial Brand Satisfaction Tracking

  • New Expert Information Product

  • Brand Development

  • International Competitor Mystery Shopping

  • Competitor Mystery Shopping

  • Developing marketing materials for new products

  • Sentencers' Satisfaction Survey

  • Cathedral Visitor Survey

  • Sports Facility Survey

  • Communication: New and existing financial products

  • Understanding Local Business Needs

  • Development of the Direct Offering

  • Brand Development & Product Screening

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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