Persona template for a financial services website, Sandra
Persona template for 'The grandma leaving an inheritance' that will save you time and money. Learn how to make your financial services website easier to use for Sandra.
Meet 'The grandma leaving an inheritance', Sandra
"I always wanted to leave the kids with some money when I pass but I don’t know how to go about setting that up"
Sandra wants to be able to leave some money to her children but doesn't think she has saved enough to do so.
Sandra is motivated by making an impact on her children's lifestyles. Sandra is 69, and lives in a rural area . Sandra is widowed, has 2 children and is often kept busy with talking with her children/grandchildren.
Sandra is not comfortable with technology.
When her parents passed away they did not have a valid will set up so majority of their assets were never passed down.
How Acme Financial Pty Ltd can help Sandra
Website visit goals for www.acme-fin.com.au
Learn how to make your website easier to use for 'The grandma leaving an inheritance' persona.
'The grandma leaving an inheritance' has recently been visiting websites in the financial services sector and has arrived at www.acme-fin.com.au. Sandra has found that most of the websites in the financial services sector have similar messaging and wants to know the main points of difference of Acme Financial Pty Ltd.
Important
Stats for 'Sandra' insert_chart
- Life-stage: preparing a last will and testament
- Age: 69 years
- Annual income: $6,000 - $10,000
- Internet usage: once a week
- Social media usage: active
Relationships group
- Marital status: widowed
- Children: 2
Education/skills school
- Education level: a Certificate
- Technical level: not comfortable
- English level: conversational
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Social media usage for Sandra
Of all the time spent on social media on an average day, the distribution of time is as follows: