Persona template for: The seasoned professional
Save time and money by starting with this 'The seasoned professional' persona example. Learn how to make your Financial services website easier to use for Patricia. By putting the user first (in this case Patricia), you will be creating an experience that meets Patricia's expectations, supports their goals and remedies any pain points. This persona example could be used for the Financial services industry.
Meet 'The seasoned professional', named Patricia
"I want to get ahead of the game in planning for my retirement so that I don't stress about it later"
Patricia expects her business to grow in the future so she wants to begin the process of planning for retirement now while she has more spare time.
This persona is motivated by being able to retire comfortably. This persona is 40-50, and lives in the suburbs . Patricia is married, has 2 children and is often kept busy with work and taking her children to soccer practice.
People like Patricia are comfortable with technology.
She likes spending quality time with extended family when they are in town.
How Acme Financial can help Patricia
Patricia has come to Acme Financial because Patricia's goal is to have peace of mind, knowing that she has a retirement plan in place. Acme Financial could help Patricia with this goal by consolidating and simplifying her financial accounts, but one of the reasons why Patricia has not yet engaged with Acme Financial is she wants to be sure that she chooses the right advisor.
Website visit goals for www.achme-finance.com
Learn how to make your website easier to use for 'The seasoned professional' persona.
'The seasoned professional' has recently been visiting websites in the Financial services sector and has arrived at www.achme-finance.com. Patricia 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
|seeing an overview of their estate planning business
|no case studies of current clients
|creating an area with video case studies of the different services offered
Patricia is comfortable with technology.
On an average day, Patricia has a moderate amount of spare time.
Patricia is not familiar with the industry specific terms that are used in the Financial services industry.
Devices that Patricia uses to access the Acme Financial website
Patricia uses a computer to access the Acme Financial website at work.
Patricia uses a tablet to access the Acme Financial website while waiting for her kids to finish practice.
Patricia uses a mobile to access the Acme Financial website when traveling on public transport.
Stats for 'Patricia' insert_chart
- Marital status: married
- Children: 2
- Education level: an Undergraduate degree
- Technical level: comfortable
- English level: fluent