Challenge: A national financial services provider was undergoing a process of simplifying platforms and streamlining Managed Account offerings, and providing clients access to new benefits and services. Objective: To explore, prior to launch, perceptions of the new offering overall, and to uncover specific features to highlight in future communications, as...

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Challenge: A national financial services provider rolled out a new Investment Advisory Program offering and wanted to understand its impact/potential impact on the client experience among clients and prospects. Objective: Determine how to most effectively drive consideration of the program among current brand brokerage clients as well as competitive client...

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Challenge: A major online brokerage service wanted to refine communications and marketing efforts to current customers by understanding their customer experience, including what lead them to choose the brand. Objective: To thoroughly explore the customer relationship in terms of the original decision process to choose the brand, as well as satisfaction wit...

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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 i...

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Challenge: As part of an initiative to attract and retain high performing female financial consultants, a national financial advisory provider wanted to develop new recruitment communications materials that would be relevant. Objective: To better understand the mindset of this audience and obtain feedback to understand how well communications concepts conv...

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