Marketing Personas For Banks : An Overview

Dec 17, 2023 | Uncategorized | 0 comments


Personas of common banking and credit union website visitors

  1. Researcher Rachel
    • Demographics: Female, 25-35 years old, research analyst.
    • Objective: Seeks comprehensive information on various banking products, comparing interest rates, fees, and benefits.
  2. First-Time Homebuyer Henry
    • Demographics: Male, 30 years old, planning to buy a home.
    • Objective: Investigates mortgage options, down payment requirements, and homebuyer incentives available through the bank.
  3. Retired Account Holder Rebecca
    • Demographics: Female, 65-75 years old, retired.
    • Objective: Reviews retirement savings plans, seeks secure online banking features, and investment advice for her savings.
  4. Small Business Owner Owen
    • Demographics: Male, 40 years old, owns a small business.
    • Objective: Seeks business banking services, including business loans, merchant services, and payroll management.
  5. International Student Isabelle
    • Demographics: Female, 20 years old, international student.
    • Objective: Explores student banking options, currency exchange rates, and wire transfer services.
  6. Corporate Executive Charlie
    • Demographics: Male, 50 years old, high-level executive.
    • Objective: Investigates corporate banking solutions, business credit cards, and international financial services.
  7. Savings-Oriented Parent Sarah
    • Demographics: Female, 35 years old, parent.
    • Objective: Seeks information on children’s savings accounts, college savings plans, and financial education for kids.
  8. Entrepreneurial Spirit Ethan
    • Demographics: Male, 28 years old, aspiring entrepreneur.
    • Objective: Researches small business loan options, startup financing, and business checking accounts.
  9. Frequent Traveler Tina
    • Demographics: Female, 40 years old, frequent traveler.
    • Objective: Explores international banking services, travel rewards programs, and foreign exchange services.
  10. Tech-Savvy Investor Ian
    • Demographics: Male, 45 years old, tech enthusiast.
    • Objective: Seeks innovative investment options, robo-advisors, and online trading platforms offered by the bank.