Women Investors: Customer Persona

Bringing the ‘Women Investors’ segment to life with Customer Personas.

Bringing the ‘Women Investors’ segment to life with Customer Personas.

  • 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