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...

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Challenge: A well known national investment provider wanted to launch an online platform targeted to an “aspirational” female segment as a potential new segment opportunity. Objective: To explore the investing mindset of the target audience, understand how to drive their engagement with the client through this potential online platform, and ultimately to...

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Challenge: Plan-it worked with Northern Light Technology to launch its higher level search engine for businesses. Objective: To help Northern Light Technology better understand its target audience and the drivers that would motivate interest in the search engine. Solution: Plan-it conducted a two-phase Quantitative study among more than 2,000 participants ...

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Challenge: In an effort to more deeply penetrate the small business market, a major regional bank had identified key retail and small business segments of interest. Objective: To develop in-depth profiles of key small business targets, and assess value propositions and proof points to successfully target each segment in communications. Solution: A series o...

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Challenge: b.good launched its all natural burger brand that capitalizes on the desire for a “real” burger experience, using more natural ingredients and healthier cooking methods, in contrast with long established fast food burger chains. After a period of rapid growth, b.good wanted to better understand the motivations of its core customers a...

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