Challenge: A major institutional investment firm wanted to assess the value of its shareholder site as part of an initiative to update the site and ensure its ongoing relevance. Objective: Plan-it explored how shareholders use the site and its role within their other investment information resources. Solution: Through shareholder interviews, Plan-it evalua...

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Challenge: A well-known regional bank needed to update and modernize its website. Several designs were developed (both mobile and desktop versions) and the client wanted to determine which design was the most compelling. Objective: To evaluate reactions to each of the concepts in-depth, in terms of the overall brand image conveyed by each, feel/tone, appea...

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Challenge: In the institutional space, a well-known investment management firm created a range of online tools for 401(k) participants to help them with retirement planning, ultimately to build more of a relationship with the brand. Objective: To obtain reactions to concepts and understand the value, potential usage and ease of using the client’s onl...

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Challenge: A major investment firm had recently undergone a merger unifying multiple retirement services under a new “Retirement Services” umbrella. As part of this initiative, the client was developing a new online platform to support the combined retirement service among shareholders. Objective: Prior to launch of the new online platform, the client so...

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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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