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 national wealth management provider wanted to develop a high-end brand-oriented communications piece that could stand alone and have longevity for its high-net-worth clients to engage this audience. Objective: To evaluate alternative brochure concepts for high-net-worth investors and determine the most compelling content and creative app...

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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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Challenge: Lee Jeans and Toth Brand Imaging were developing new print advertising for the Lee Rider brand and wanted input regarding the effectiveness of the new concepts prior to launch. Objective: To obtain the target market’s reactions to new creative concepts. Solution: Plan-it conducted focus groups among the Lee Rider Jeans target audience to unders...

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Challenge: The market for lawyers was dramatically shrinking, creating increasing pressure on law schools to retain quality students. Objective: Boston University School of Law partnered with Plan-it to develop strategies for retaining and increasing its pool of top-tier applicants, and, in turn, increase the percentage of high achieving admitted students...

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