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Financial Services

Plan-it’s founders have worked with the top companies in the financial category for 25+ years. Our expertise includes insurance, investing and banking. We’ve worked with every target audience from the wide range of consumer audiences (mass market, mass affluent, HNW, women investors, young investors, etc.) to the range of business audiences (insurance reps & brokers, general agencies, financial advisors, registered investment reps, third party administrators, banking decision-makers, broker-dealers, private wealth management, attorneys, etc.). Our work has included brand positioning and development, product & service development, brand tracking & monitoring, local market development, audience segmentation, pricing elasticity, brand valuation for acquisition, user site development & customer experience, development of internal panels, customer acquisition and retention and cross-selling.
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