Challenge: A major national investment provider launched into the B2B stock plan services arena and needed to build credibility in a market with already established competitors. Objective: To help understand the decision-making process and the key go/no go triggers in selecting a stock plan provider. Solution: Extensive exploratory interviews over six year...

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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 national financial advisory provider was seeking a better understanding of how to most effectively drive consideration of their personal investing services, and ultimately, how to make the brand the chosen provider for a retail brokerage account. Objective: To explore in-depth the reasons and barriers to choosing the client for personal invest...

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Challenge: A national financial services provider was considering offering a “Client Pledge” assuring clients that they remain committed to prioritizing client needs. The hope was the pledge would further promote customer loyalty. Objective: To investigate if articulating this promise in a “Client Pledge,” including a number of specific promises/guaran...

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Challenge: IONA (now Progress Software), a software company, wanted to shift its approach to leveraging its expertise of component-oriented and distributed systems. Objective: To assist in the development of a comprehensive IONA communications strategy. Solution: Plan-it conducted a two-phase Qualitative study among IONA targets which explored lifestyle th...

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