Challenge: Wells Fargo was interested in building the brand’s reputation in the retirement planning space. Objective: Plan-it explored the overall concept of retirement, both from a financial and a lifestyle perspective, to understand investors’ mindsets toward retirement planning, goals and expectations/dreams of life in retirement. The viability o...

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Challenge: Plan-it was hired as part of a marketing team to help State Street develop a new global positioning for the brand. Objective: To develop the optimal brand umbrella positioning, to work across diverse targets and global markets. Solution: Plan-it conducted international focus groups and more than 200 in-depth telephone interviews (Quasi Qualitati...

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Challenge: State Street’s three distinct institutional business units were fairly siloed, using different names and identities, and operating independently of one another. Plan-it worked with State Street on initiatives to create a single brand identity. Objective: Plan-it explored how State Street could best serve the three distinct institutional bu...

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Challenge: While Verizon had a strong consumer retail business, it wanted to more deeply penetrate the business market. Objective: To help Verizon strengthen its business-to-business relationships. Solution: Plan-it conducted a website Development and Usability Study, where current and potential users were exposed to web concepts, then evaluated interest a...

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Challenge: Given concern over falling ratings and impaired business reputation after a market downturn, S&P was concerned about the spillover impact on its indices business. Objective: Plan-it worked with the S&P Indices Group and its agency to understand the impact of the ratings business on the indices business and to help develop an optimal bran...

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