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Persona template for: The adult planning their parents living situation

Save time and money by starting with this 'The adult planning their parents living situation' persona example. Learn how to make your financial services website easier to use for Linda. By putting the user first (in this case Linda), you will be creating an experience that meets Linda's expectations, supports their goals and remedies any pain points. This persona example could be used for the financial services industry.

Meet 'The adult planning their parents living situation', named Linda

"Mum & Dad are getting old now and starting to wonder what their next move should be. They are worried they won’t be able to afford it on their own"

Linda has spoken with her parents and explained that she is willing to help them financially if it comes down to that.

This persona is motivated by finding a place that her parents will enjoy living. This persona is 48, lives in the city and works in the city. Linda is married, has 1 child and is often kept busy with staying close with her child.

People like Linda are super comfortable with technology.

Once a month, she takes a day and volunteers her family for community service.

How Acme Financial Pty Ltd can help Linda

Linda has come to Acme Financial Pty Ltd because Linda's goal is separating her accounts to form one solely for her parents aged care. Acme Financial Pty Ltd could help Linda with this goal by laying out her current financial situation and what can change in order to open up another account without disturbing those she has now, but one of the reasons why Linda has not yet engaged with Acme Financial Pty Ltd is because she is not convinced that paying for financial advise is worth the added benefits.

Website visit goals for www.acme-fin.com.au

Learn how to make your website easier to use for 'The adult planning their parents living situation' persona.

'The adult planning their parents living situation' has recently been visiting websites in the financial services sector and has arrived at www.acme-fin.com.au. Linda 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
Website goals Barriers How we can help
To find compelling reasons why an advisor would be better than doing her own research The ‘How we can help you’ section is short and very generic. Centres around making contact Offering concise and compelling reasons, backed by case studies, why working with a financial adviser would be better than her attempting it alone
Research strategies to save for aged care The information she is looking for is too deep within the site and not in a location that makes sense to her Placing the information in a more intuitive location and formatting the page in a more web-friendly manner
Looking for articles related to planning your family’s aged care situation Blog search results have very dated articles and the sorting options are not helpful Updating the blogs more often and enabling her to filter by topics such as time and content relevance

Technology

Comfort level with technology

Linda is super comfortable with technology.

Time

Spare time

On an average day, Linda has very little spare time.

Jargon

Jargon familiarity

Linda is fairly familiar with the industry specific terms that are used in the financial services industry.

Social media usage for Linda

Of all the time spent on social media on an average day, the distribution of time is as follows:

Facebook: medium usage
LinkedIn: medium usage

Devices that Linda uses to access the Acme Financial Pty Ltd website

Computer

Desktop / laptop

Linda uses a computer to access the Acme Financial Pty Ltd website during any downtime at work.

Tablet

iPad

Linda uses a tablet to access the Acme Financial Pty Ltd website sometimes while eating breakfast in the morning.

Mobile

Smart phone

Linda uses a mobile to access the Acme Financial Pty Ltd website while taking the bus to/from work.

The adult planning their parents living situation
Stats for 'Linda' insert_chart
  • Life-stage: established in their career
  • Age: 48 years
  • Annual income: $500,000 - $1m
  • Industry: information technology (IT)
  • Internet usage: many times a day
  • Social media usage: active
Relationships group
  • Marital status: married
  • Children: 1
Education/skills school
  • Education level: a Postgraduate degree
  • Technical level: super comfortable
  • English level: native

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Learn about persona creation

You can learn more about user personas with our articles. Each article is designed to help you improve your digital marketing and improve your content.

The above audience persona templates are good to give you an idea of what a persona is, or to help explain the concept to your marketing team, other team members or you sales team. But these are proto personas. To help with design and marketing decisions, you need to create personas that are based on research are needed.

Going beyond marketing persona examples

You can learn to create your own personas by learning from the below articles. These articles will cover the basics of what personas are and what they are not. In short, personas aren't just a bunch of facts like demographic information and job titles. Personas go beyond demographic stats and takes into consideration attributes such as a person's motivations, behaviour patterns and goals.

Personas are not necessarily a representation of your existing customers. Instead they are a representation of your ideal customer or target customer, and include information that would influence their purchase decisions. Personas also include what's stopping them from buying a product or service from you such as common pain points. Good personas are based on good market research so it's important to learn how to turn a proto persona into a persona that's based on user research.

Articles on digital and content marketing

You can learn more about digital marketing with our articles. Each article is designed to help you improve your digital marketing, and make your digital content more appealing to your potential customers.

If you want to learn how to
  • create your own bespoke personas,
  • design briefs
  • and policies/procedures
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