Challenge: A major regional bank was experiencing a decline in lending from its commercial business. Objective: To gain an in-depth understanding of commercial clients’ views and intentions on business investment, business confidence and borrowing, ultimately to identify opportunities for growth. Solution: Plan-it partnered with the bank to conduct an Exp...

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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 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: 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: In an effort to more deeply penetrate the small business market, a major regional bank had identified key retail and small business segments of interest. Objective: To develop in-depth profiles of key small business targets, and assess value propositions and proof points to successfully target each segment in communications. Solution: A series o...

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