Challenge: As banking became more nationalized, the nature of the relationship with a bank remained local in many respects. Objective: To help guide localized marketing efforts for a major national bank brand. Solution: Plan-it conducted exploratory profiling of each of six key bank markets. This study included extensive focus groups among retail and small...

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Challenge: A major mutual fund and investment provider was known as a brand primarily marketed to Financial Advisors. As part of ongoing initiatives to serve this audience, the company wanted to develop and implement a range of tools designed to aid advisors in their sales and relationship-building efforts. Objective: The company designed a new online tool...

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Challenge: The Hartford, a well-known insurance brand, was interested in building awareness of its mutual fund business to expand perceptions of the brand beyond its insurance heritage. Objective: Plan-it assisted The Hartford and its advertising agency in evaluating new mutual fund communications to ensure that each campaign resonated and conveyed its int...

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Challenge: After experiencing significant sales growth, al fresco, the leading gourmet chicken sausage brand, initiated a rebranding effort to include new packaging and a multimedia brand campaign. Objective: To explore and confirm the optimal brand positioning strategy and opportunities for further expansion. Solution: Plan-it conducted a deep dive explor...

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Challenge: One of the largest and most established Financial Advisory firms in the country, was interested in extending the brand to the mass affluent investor via a “self-directed” platform. The client needed to understand reactions to the concept and how to most effectively leverage brand equity across this new offering, as well as understand the role ...

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