Challenge: Plan-it worked with FMC to more effectively communicate with students and parents about its private education loan products. Objective: To explore the decision-making process of selecting private education loan products, and profile each audience to verify optimal messaging for each. Solution: Two phases of research were conducted, a Qualitative...

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Challenge: Collette Vacations offers a number of different travel product lines, and the company wanted to explore opportunities specifically to build its Explorations Tours. Objective: To leverage the Explorations line as an opportunity for future growth by showcasing these tours’ focus on small group tours and cultural immersion. Solution: Plan-it condu...

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Challenge: Collette Vacations caters to many different travel audiences, including affinity organizations which book group travel specific to their groups’ causes/ interests. Objective: To understand the travel mindset of “group leaders” of religious affinities and specifically, to understand the values these groups seek from affinity group travel exper...

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Challenge: Wells Fargo was interested in building the brand’s reputation in the retirement planning space. Objective: Plan-it explored the overall concept of retirement, both from a financial and a lifestyle perspective, to understand investors’ mindsets toward retirement planning, goals and expectations/dreams of life in retirement. The viability o...

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Challenge: Plan-it was hired as part of a marketing team to help State Street develop a new global positioning for the brand. Objective: To develop the optimal brand umbrella positioning, to work across diverse targets and global markets. Solution: Plan-it conducted international focus groups and more than 200 in-depth telephone interviews (Quasi Qualitati...

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