Challenge:  A financial company with a life insurance heritage wanted to understand how to expand its wealth management business, after acquiring an outside wealth management business.  Ultimately, the company wanted to understand its perceived position in the marketplace, and identify key brand differentiators to help stand out and succeed in the wealth...

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Challenge: Boston UPK began in 2019 as a universal pre-kindergarten program for 4-year-olds in Boston, made possible by a grant from the City of Boston. Over the years, it expanded to serve 3-year-old children and include additional community settings. However, this gradual growth and the involvement of numerous community partners led to a fragmented co...

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Challenge: In conjunction with a rebranding effort over the past few years, South Shore Health has been running an on-going brand awareness and recognition campaign to position itself the highest quality, most comprehensive resource for healthcare needs south of Boston. With a new multi-media campaign launching, the brand wanted to obtain a baseline measur...

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Challenge: In an effort to become more price competitive and motivate shoppers to increase their in-store purchases, a new pricing initiative was piloted, offering lower everyday pricing on thousands of items across the store, on both national and store brand products. The initiative was tested in a single store location, and then rolled out to a larger me...

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Challenge:  Investment Office Directors are financial advisors who have the additional responsibilities of managing a local or regional office within an investment firm.  As part of an ongoing commitment to ensure the value of this role, the firm wanted to better understand the perspective of its area leaders. Objectives:  To provide input on how to ...

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