Challenge: A major investment firm which administers client companies’ corporate stock plans, wanted to drive its clients’ employees to a retail account with the firm when they choose to exercise stock options, ultimately to establish a primary, long-term relationship. Objectives: To understand the mindset and behaviors of stock plan account holders rega...

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Challenge: The cardiovascular specialty group of a major NYC Hospital system was revamping and expanding one of its recently acquired facilities, and wanted to understand how to most effectively attract new patients to both the new facility and other cardiovascular locations across the hospital system. Objective: To provider a deeper understanding of perc...

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Challenge: Two major Hershey’s retailers, AAFES (general merchandise retailers for Air Force and Army personnel and their families) and a major retail and pharmacy chain faced increased competition from key competitive retailers (e.g., Target, Walmart, grocery stores, Walgreen’s, and club stores), particularly for candy purchases. Objective: To help AAFE...

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Challenge: In 2014, The Lynn Museum and Historical Society merged with LynnArts to create a new cultural organization that forms the cornerstone of the arts and cultural district of Lynn, Massachusetts. The Lynn museum was struggling with market awareness following this transition. Objective: To develop a cohesive marketing strategy for both organizations ...

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Challenge: A national office supplies retailer wanted to create greater engagement with teachers and ensure that it delivers on the educational needs of teachers both in-store and online, ultimately to motivate teachers to make the retailer their leading choice for purchasing school supplies. Objective: To explore teachers’ classroom supplies needs, proce...

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