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...

Continue reading »

Challenge: Each year, Boston University’s Dining Services conducts a satisfaction survey among all undergraduate students. Findings from this survey have been critical to helping BU optimize the student dining experience, with the ultimate goal of keeping students on the meal plan throughout their four years at BU. In the last few years, survey response r...

Continue reading »

Challenge: SBLI wanted to understand the effectiveness of its “No Nonsense” communications platform across its key internal and external target audiences in terms of its relevance, value and how well SBLI is delivering on its message. Objective: To assess the meaning of the platform, its perceived fit with SBLI, and specific initiatives that could suppo...

Continue reading »

Challenge: IONA (now Progress Software), a software company, wanted to shift its approach to leveraging its expertise of component-oriented and distributed systems. Objective: To assist in the development of a comprehensive IONA communications strategy. Solution: Plan-it conducted a two-phase Qualitative study among IONA targets which explored lifestyle th...

Continue reading »

Challenge: A well known national financial advisory provider wanted to explore and confirm opportunities among key “Young Investor” sub-segments, to strengthen communications and offerings to these specific audiences, and ultimately better drive them to consider the client as an investment provider. Objective: To explore the mindset toward investing, ide...

Continue reading »