Get to know your customers with client personas.
Get to Know your customers with client personas!
What are personas?2>
Personas are fictitious representations of your client types that can help identify the unique needs, expectations and pain points of your real customers. While they tend to be stereotypical, they can help you gain a deeper understanding of your customer base, personalise your marketing, and deliver a better client experience at scale.
Meet the most common client personas in financial services
Peter the Property Mogul
Ray the Retiree
Wealth Accumulators Wendy & Andrew
High Net Worth Hilary
Nearly Retired Nancy
Basil the Business Owner
Worst client types seen in financial services!
From tyre kickers to time-wasters, we take a look at the 5 client types you probably want to avoid!