Case Study: BrightPlan builds analyst credibility and earns IDC recognition with Next PR

BrightPlan earns analyst credibility with Next PR in 15 months

BrightPlan, an employee financial wellness solution, sought to build industry credibility and establish itself as a leader in the fintech and HR tech market. The Series A funded startup partnered with Next PR to manage a full analyst relations program aimed at driving thought leadership and influencing key industry influencers.

Next PR implemented a strategic program that included identifying priority analysts, providing regular briefings for major announcements, and staffing all client-analyst interactions. This persistent approach resulted in 23 analyst interactions and briefings over 15 months. As a result of Next PR's efforts, BrightPlan was successfully included in the IDC Marketscape for Employee Experience, which significantly raised brand awareness and positively shifted analyst viewpoints on financial wellness.

BrightPlan