Challenge: A national advisory services provider was interested in understanding how to most effectively drive consideration of a Managed Account offering, among brokerage clients and competitive brokerage clients. Objective: To ensure the new platform met client expectations by delivering on “promises”/key benefits during roll-out and ultimately would d...

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Challenge: A major retail coffee brand regularly evaluates new product opportunities for the brand to ensure long term relevancy. Objective: To understand the market viability of potential new food and beverage products. Solution: Plan-it has conducted both Qualitative and Quantitative studies to determine which new food and beverage products should be add...

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Challenge: A well-known regional bank wanted to explore the reasons behind the recent sales decline of its checking account targeted to small businesses, and potentially undertake a redesign of the product in order to reverse the decline and grow share. Objective: To identify perceived product strengths and weaknesses, and potential reasons for lack of en...

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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...

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Challenge: Plan-it worked with a major retail coffee brand as it considered entering the arena of gourmet coffee product offerings. Objective: To assess the viability of premium espresso offerings from the brand. Solution: Through exploratory work among gourmet drinkers in multiple markets, Plan-it assessed the brand’s coffee platform, its relative positi...

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