Challenge: Prior to rebranding and the acquisition of numerous sub-brands Partners Continuing Care to Partners HealthCare at Home (now Mass General Brigham Home Care) and Spaulding Rehabilitation Network, Plan-it had conducted a large scale quantitative study to provide a baseline measure of critical brand indicators. As a follow-up to this study, after ne...

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Challenge: A major institutional investment firm wanted to assess the value of its shareholder site as part of an initiative to update the site and ensure its ongoing relevance. Objective: Plan-it explored how shareholders use the site and its role within their other investment information resources. Solution: Through shareholder interviews, Plan-it evalua...

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Challenge: A national financial advisory provider was seeking a better understanding of how to most effectively drive consideration of their personal investing services, and ultimately, how to make the brand the chosen provider for a retail brokerage account. Objective: To explore in-depth the reasons and barriers to choosing the client for personal invest...

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Challenge: A national financial services provider was considering offering a “Client Pledge” assuring clients that they remain committed to prioritizing client needs. The hope was the pledge would further promote customer loyalty. Objective: To investigate if articulating this promise in a “Client Pledge,” including a number of specific promises/guaran...

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Challenge: John Hancock created a completely new concept in the insurance marketplace and wanted to determine the overall appeal and viability of the concept along with strengths and barriers to acceptance. Objective: To evaluate interest and appeal of two alternative value propositions for a new John Hancock life insurance product among consumers. Solutio...

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