Women Investors: Customer Persona
Bringing the ‘Women Investors’ segment to life with Customer Personas.
Bringing the ‘Women Investors’ segment to life with Customer Personas.
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Infographic Transcript
CUSTOMER PERSONA | WOMEN INVESTORS
AGE: 30-40 1 INCOME: 50K-120K
ATTITUDES
- Less invested, both emotionally and financially than men
- More conservative and less impulsive investors than men
- Disciplined savers
MESSAGING
- Clear, concise, and actionable steps
- “Ladder up” communications based on where they are in their financial journey
- Emphasize idea: command of finances yields more choices for themselves and their
TIPS
- Do not explicitly single women out in messaging
- Women-centric language is perceived as a negative – e.g.
‘Designed just for women” - May need guidance to find a trusted paid financial