Challenge: A major national wealth management provider wanted to drive interest in its managed account offering among specific investor audiences.

Objective: To explore attitudes and understanding of managed accounts, and identify the most compelling expression of the managed account value proposition.

Solution:  Plan-it conducted focus groups among the investment provider’s customers and prospects with/without managed accounts to determine the most motivating aspects and key drivers of a managed account relationship.

Result: Plan-it recommended the most compelling managed account value proposition to drive interest, which helped shape the communications strategy moving forward.