Get to know your customers with client personas.

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Get to Know your customers with client personas!

What are personas?

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.

Learn more

Meet the most common client personas in financial services

Peter the Property Mogul

Peter owns 3 properties and is a high earning professional. Learn how you can effectively position your brand to engage and retain property investors.

Ray the Retiree

Ray is recently retired, but he’s more tech-savvy than you might think. In fact, over 80% of over 65s are now online! Learn how you can leverage technology to engage retirees.

Wealth Accumulators Wendy & Andrew

Ray is recently retired, but he’s more tech-savvy than you might think. In fact, over 80% of over 65s are now online! Learn how you can leverage technology to engage retirees.

High Net Worth Hilary

Hilary has high expectations. For most advisers only 20% of their client base can be considered high net worth. Learn how you can grow your share of affluent clients.

Nearly Retired Nancy

Nancy is planning to retire in the next 5-7 years and she’s not alone – there are 4.9 million pre-retirees in Australia! Learn how you can tap into this huge market and engage pre-retirees.

Basil the Business Owner

Basil is a small business owner and family man. He’s time poor and needs help getting his personal and business finances in order. Learn how you can tap into this market opportunity and engage business owners.

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!

Meet the 5 worst

Meet the most common client personas in financial services

Peter the Property Mogul

Peter owns 3 properties and is a high earning professional. Learn how you can effectively position your brand to engage and retain property investors.

Ray the Retiree

Ray is recently retired, but he’s more tech-savvy than you might think. In fact, over 80% of over 65s are now online! Learn how you can leverage technology to engage retirees.

Wealth Accumulators Wendy & Andrew

Ray is recently retired, but he’s more tech-savvy than you might think. In fact, over 80% of over 65s are now online! Learn how you can leverage technology to engage retirees.

High Net Worth Hilary

Hilary has high expectations. For most advisers only 20% of their client base can be considered high net worth. Learn how you can grow your share of affluent clients.

Nearly Retired Nancy

Nancy is planning to retire in the next 5-7 years and she’s not alone – there are 4.9 million pre-retirees in Australia! Learn how you can tap into this huge market and engage pre-retirees.

Basil the Business Owner

Basil is a small business owner and family man. He’s time poor and needs help getting his personal and business finances in order. Learn how you can tap into this market opportunity and engage business owners.

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!

Find out more

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