Persona template for: The grandma leaving an inheritance
Save time and money by starting with this 'The grandma leaving an inheritance' persona example. Learn how to make your financial services website easier to use for Sandra. By putting the user first (in this case Sandra), you will be creating an experience that meets Sandra's expectations, supports their goals and remedies any pain points. This persona example could be used for the financial services industry.
Meet 'The grandma leaving an inheritance', named 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.
This persona is motivated by making an impact on her children's lifestyles. This persona 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.
People like Sandra are 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
Sandra has come to Acme Financial Pty Ltd because Sandra's goal is leaving enough to help all of her grand-children. Acme Financial Pty Ltd could help Sandra with this goal by organising her assets and dividing them up evenly, but one of the reasons why Sandra has not yet engaged with Acme Financial Pty Ltd is she fears getting taking advantage of.
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
|How we can help
|Making sure she sets up her Will the correct way
|There is basic information online about what can go wrong but not how to fix it
|Laying out the beginning steps to setting up a valid will. And offering personal guidance to ensure the transfer of assets
|Researching the different ways you can go about passing down personal assets
|Must thoroughly search the site for the different ways to ‘Leave a legacy’
|Having a general page comparing/contrasting the different options available for transfering assets
|Trying to get in contact with an advisor that specialises in estate planning
|Most all advisors are claimed to be specialised in all areas
|Have a more specific filtering tool to put people like Sandra in contact with the right professional
Sandra is not comfortable with technology.
On an average day, Sandra has an excess of spare time.
Sandra is not familiar with the industry specific terms that are used in the financial services industry.
Devices that Sandra uses to access the Acme Financial Pty Ltd website
Sandra uses a computer to access the Acme Financial Pty Ltd website while she eats lunch at home.
Sandra uses a tablet to access the Acme Financial Pty Ltd website if she goes to the park for the day.
Sandra uses a mobile to access the Acme Financial Pty Ltd website sometimes while laying in bed.
Stats for 'Sandra' insert_chart
- Marital status: widowed
- Children: 2
- Education level: a Certificate
- Technical level: not comfortable
- English level: conversational