Challenge:  In an effort to ensure continued relevancy in a changing financial environment, a major national investment provider wanted to explore overall brand perceptions and the efficacy of the current brand strategy. Objective: To understand and potentially evolve the brand’s positioning strategy, Plan-it worked closely with the investment provider a...

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Challenge: A major retail coffee brand regularly evaluates new product opportunities for the brand to ensure long term relevancy. Objective: To understand the market viability of potential new food and beverage products. Solution: Plan-it has conducted both Qualitative and Quantitative studies to determine which new food and beverage products should be add...

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Challenge: A well-known regional bank wanted to explore the reasons behind the recent sales decline of its checking account targeted to small businesses, and potentially undertake a redesign of the product in order to reverse the decline and grow share. Objective: To identify perceived product strengths and weaknesses, and potential reasons for lack of en...

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Challenge: A major retail coffee brand recognized that it might have an opportunity to increase sales of its retail merchandise in store. Objective: To understand new opportunities for expanding the merchandising business, evaluating potential new retail items and how to most effectively merchandise those items in the store. Solution: Plan-it conducted an ...

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Challenge: A well-known investment provider was developing a mobile app to educate new young investors on how to trade effectively and, ultimately, drive them to become traders. Objective: To identify the messaging and approach that would most effectively engage this target audience and drive trial of the new app. Solution: Plan-it conducted a concept comm...

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