Challenge: A well-known regional bank wanted to explore the reasons behind the recent sales decline of its checking account targeted to small businesses, and potentially undertake a redesign of the product in order to reverse the decline and grow share. Objective: To identify perceived product strengths and weaknesses, and potential reasons for lack of en...

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Challenge: A well-known investment provider was developing a mobile app to educate new young investors on how to trade effectively and, ultimately, drive them to become traders. Objective: To identify the messaging and approach that would most effectively engage this target audience and drive trial of the new app. Solution: Plan-it conducted a concept comm...

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Challenge: Plan-it worked with a major retail coffee brand as it considered entering the arena of gourmet coffee product offerings. Objective: To assess the viability of premium espresso offerings from the brand. Solution: Through exploratory work among gourmet drinkers in multiple markets, Plan-it assessed the brand’s coffee platform, its relative positi...

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Challenge: New Balance, already strongly associated with a high quality running shoe heritage, was interested in understanding how to most effectively promote/launch its women’s apparel line. Objective: To help New Balance more effectively reach the female audience and encourage purchases among the women’s new apparel line. Solution: Exploratory work was...

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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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