Persona template for a financial services website, Shelby
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 Shelby.
Meet 'The grandma leaving an inheritance', Shelby
"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"
Shelby 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 . Shelby is widowed, has 2 children and is often kept busy with talking with her children/grandchildren.
People like Shelby 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 Inc can help Shelby
Website visit goals for www.acme-fin.com
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. Shelby 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 Inc.Important
Stats for 'Shelby' 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
- Marital status: widowed
- Children: 2
- Education level: a Certificate
- Technical level: not comfortable
- English level: conversational