Persona template for: The soon to retire business person
Save time and money by starting with this 'The soon to retire business person' persona example. Learn how to make your Financial services website easier to use for Gary. By putting the user first (in this case Gary), you will be creating an experience that meets Gary's expectations, supports their goals and remedies any pain points. This persona example could be used for the Financial services industry.
Meet 'The soon to retire business person', named Gary
"I want to retire comfortably but don't have the time to do all the research needed. I'm interested in financial advice but don't know who to go with"
Gary loves his job and has worked many years to get to the possition he is at today but after the birth of his grandchild his mind has switched to wanting to retire.
This persona is motivated by having financial security over his future and his family's. This persona is 55-60, and lives in the suburbs . Gary is married, has 2 children and is often kept busy with family and work life.
People like Gary are not comfortable with technology.
He has a senior position at his company and doesn't have the time to research on topics such as retirement, investment and how to lower account fees.
How Acme Financial can help Gary
Gary has come to Acme Financial because Gary's goal is retiring soon to spend more time with his grandchildren. Acme Financial could help Gary with this goal by setting him up a retirement plan so that he has peace of mind that his finances are well managed, but one of the reasons why Gary has not yet engaged with Acme Financial is lack of financial literacy and knowledge of what's involved in retiring.
Website visit goals for www.acme-anvils.com
Learn how to make your website easier to use for 'The soon to retire business person' persona.
'The soon to retire business person' has recently been visiting websites in the Financial services sector and has arrived at www.acme-anvils.com. Gary 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.Important
|How we can help
|Information on the time commitment needed to create a retirement plan
|Lack of time to search deep within the site
|Create an intuitive structure that will get Gary to the page he is interested in with few clicks
|Not feel overwhelmed and get lost on the site when looking for information
|There are many pages on the site that Gary feels he will get lost on
|Create an intuitive home page with filters that is easy to use
|Have a friendly experience on the site and feel comfortable
|There are no pictures and the text is not formatted to be easy on the eyes
|Improve the accessibility of the site for better user experience
Gary is not comfortable with technology.
On an average day, Gary has very little spare time.
Gary is fairly familiar with the industry specific terms that are used in the Financial services industry.
Devices that Gary uses to access the Acme Financial website
Gary uses a computer to access the Acme Financial website at work in between meetings.
Gary uses a tablet to access the Acme Financial website sometimes while watching TV.
Gary uses a mobile to access the Acme Financial website when traveling on public transport.
Stats for 'Gary' insert_chart
- Marital status: married
- Children: 2
- Education level: a Postgraduate degree
- Technical level: not comfortable
- English level: native