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  2. Personas for the finance industry - US

13 Personas for the finance industry

Browse through our persona templates that will help marketing professionals that work in the banking / finance industry. With these banking personas, there's no need to start with a blank page.

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Persona for The hard working police officer

'The hard working police officer' persona

James
Persona template for 'The hard working police officer' that will save you time and money. Learn how to make your Financial services website easier to use for James.
Persona for The caring grandmother

'The caring grandmother' persona

Anita
Persona template for a grandmother that will save you time and money. Learn how to make your financial services website easier to use for this persona
Persona for The hard working, successful sales manager

'The hard working, successful sales manager' persona

Chris
Persona template for 'The hard working, successful sales manager' that will save you time and money. Learn how to make your insurance website easier to use for 'The hard working, successful sales manager' persona
Persona for The busy construction worker

'The busy construction worker' persona

Tom
Persona template for 'The busy construction worker' that will save you time and money. Learn how to make your Financial services website easier to use for this persona
Persona for The soon to retire business person

'The soon to retire business person' persona

Gary
The retiree persona, Sam, wants to retire soon but doesn't feel completely prepared. He is wanting financial advice on preparing for his upcoming retirement
Persona for The energetic millennial

'The energetic millennial' persona

Kara
See this template for an energetic millennial that lives in the city. Kara is very social and has just started her career
Persona for The seasoned professional

'The seasoned professional' persona

Patricia
See a sample persona for a seasoned professional. This template includes all the most important persona attributes
Persona for The young tradesman

'The young tradesman' persona

John
If you're looking for tradesman examples, this persona sample for the young tradesman can help you.
Persona for The grandma leaving an inheritance

'The grandma leaving an inheritance' persona

Shelby
Save time and money by starting with this persona template for a financial services website, Shelby.
Persona for The retiree that doesn't think 401(k) is enough

'The retiree that doesn't think 401(k) is enough' persona

Devin
Save time and money by starting with this persona template for a financial services website, Devin.
Persona for The laborer focused on making ends meet

'The laborer focused on making ends meet' persona

Dennis
Learn how to make your financial services website easier to use for Dennis.
Persona for The Stay at Home Mother

'The Stay at Home Mother' persona

Alex
Persona template for 'The Stay at Home Mother' that will save you time and money. Learn how to make your university website easier to use for 'The Stay at Home Mother' persona
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All personas

Browser our 30+ industry based personas that help you bring your target audiences to life.

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Finance

See common goals for visitors to websites in the financial services industry and how you can make your website more intutive for the people visiting your website.

Browse through our persona templates Financial and insurance

Education

Visitors to educational websites have their own set of goals and tasks to complete. Browser our personas for the education sector.

See personas for the higher education sector

Government

Visitors to educational websites have their own set of goals and tasks to complete.

See personas for visitors to government websites

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