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Santander: Two-Phase New-To-Bank Study
Challenge: Santander’s internal analysis of New-to-Bank customers showed they had lower balances vs. competitive banks’ new customers, leading to questions and hypotheses about the broader profile of these NTB consumers and why they chose Santander. Santander wanted to identify acquisition drive... -
Major Investment Firm: New Product Viability
Challenge: A major financial institution was launching a new affluent advisory offering initiative, combining personal advisers with a state-of-the-art digital platform to develop and support financial planning. Objective: To confirm audiences previously identified in qualitative focus groups, ass... -
Tips for a Graduate Seeking Employment in Marketing Research and Strategic Planning
Finding employment directly after graduation has become increasingly difficult for millennials, but shrewd preparation, and the right set of skills and personality can help you land a position in strategic planning and marketing research. Use this guide to figure out if this is the right career fo... -
Boston University Law School
Challenge: The market for lawyers was dramatically shrinking, creating increasing pressure on law schools to retain quality students. Objective: Boston University School of Law partnered with Plan-it to develop strategies for retaining and increasing its pool of top-tier applicants, and, in turn, ... -
Boston University: Increasing Master’s Program Enrollment
Challenge: After engaging in several successful student enrollment studies with Plan-it, Boston University wanted to develop a prototype study that would provide foundational learning for increasing master’s program enrollments among top-tier candidates and predicting future behavior of enro... -
BMC – Boston University
Challenge: Over the years, BU and BMC have partnered to encourage BU employees to choose BMC providers, including placing a BMC facility on the BU campus and, more recently, offering BU employees a financial incentive through a tiered HMO health care plan. BMC is working to broaden its patient mix... -
Boston University: Retaining Chinese International Students On-Campus
Challenge: Boston University has been admitting increasing numbers of Chinese students in light of a growing Chinese population coming to the US for higher education. The Chinese international student body behaves uniquely, moving off-campus and leaving campus dining plans much earlier in their co... -
Boston University: Driving Applicants and Enrollment Conversion
Challenge: On the heels of a number of enrollment studies across the university, Plan-it worked with The College of Fine Arts on driving enrollment among top-tier CFA students after acceptance and helping predict future behavior of prospective students for each of its three Schools (School of Musi... -
Boston University: Driving Top-Tier Enrollment
Challenge: Plan-it worked with Boston University on an initiative to drive enrollment of admitted top-tier students and to help the University predict future behavior of these key target students. Objective: Identify the triggers that would drive top-tier admitted students to select BU as their ch... -
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