Challenge: A major online brokerage service wanted to refine communications and marketing efforts to current customers by understanding their customer experience, including what lead them to choose the brand. Objective: To thoroughly explore the customer relationship in terms of the original decision process to choose the brand, as well as satisfaction wit...

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Challenge: As part of an initiative to attract and retain high performing female financial consultants, a national financial advisory provider wanted to develop new recruitment communications materials that would be relevant. Objective: To better understand the mindset of this audience and obtain feedback to understand how well communications concepts conv...

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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 regional bank was experiencing a decline in lending from its commercial business. Objective: To gain an in-depth understanding of commercial clients’ views and intentions on business investment, business confidence and borrowing, ultimately to identify opportunities for growth. Solution: Plan-it partnered with the bank to conduct an Exp...

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Challenge: Chinese Laundry was undergoing a complete brand refresh of its core Chinese Laundry brand, to convey a more modern, fresh, and approachable brand, particularly among the Millennial audience. Objective: To understand the current perceived core attributes of the brand and to discover the potential opportunities for a unique brand position in the w...

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