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 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 an innovator in the online banking industry, a major regional bank was interested in updating its online offering, by adding a number of new features and functions. Objective: To provide “best practices” website functionality and content that is relevant, intuitive and compelling. Solution: The bank partnered with Plan-it and cond...

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Challenge: A major regional bank was experiencing a decline in lending from its commercial business. Objective: To gain an in-depth understanding of commercial clients’ views and intentions on business investment, business confidence and borrowing, ultimately to identify opportunities for growth. Solution: Plan-it partnered with the bank to conduct an Exp...

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Challenge: A national advisory services provider was interested in understanding how to most effectively drive consideration of a Managed Account offering, among brokerage clients and competitive brokerage clients. Objective: To ensure the new platform met client expectations by delivering on “promises”/key benefits during roll-out and ultimately would d...

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