Wealth Flow Management Customers
Target Customer Segments
Target Customer:
Persona
Emily Carter
Demographics
Its time to talk to customer below is a basic outline so you can interview your competitors customers and ask them about your competitors pain and pleasure points.
Age
38
Gender
Female
Location
Melbourne, Australia
Education Level
Master’s in Finance
Income Range
$150,000 - $200,000
Family Status
Married with one child
Professional / personal background
Its time to talk to customer below is a basic outline so you can interview your competitors customers and ask them about your competitors pain and pleasure points.
Occupation & Industry
Certified Financial Advisor with 12+ years of experience
Work Environment
Office-based with occasional client meetings at external locations
Personal Background
Passionate about financial literacy, enjoys baking, and spends weekends outdoors with family.
Behavioural traits
Daily Routine
Morning gym session, reviews client portfolios, attends strategy meetings, and wraps up the day by reading financial reports.
Technology Usage
- Highly tech-savvy, manages most tasks online
- Uses professional financial software and portfolio management tools
- Engages with mobile apps for on-the-go updates
Buying Behavior
Seeks out tools with proven ROI, values trial options, and prefers solutions with seamless integrations.
Media Consumption
- Subscribes to financial industry publications
- Attends online webinars and conferences
- Listens to finance and self-development podcasts
Goals & motivations
Its time to talk to customer below is a basic outline so you can interview your competitors customers and ask them about your competitors pain and pleasure points.
Primary Goals
Streamline client portfolio management to provide superior advisory service.
Personal & Professional Aspirations
Aims to grow her financial advisory firm and achieve a work-life harmony for family time.
What Drives Them?
Commitment to client success, recognition in her field, and supporting financial literacy in the broader community.
Challenges & pain points
Its time to talk to customer below is a basic outline so you can interview your competitors customers and ask them about your competitors pain and pleasure points.
Problems They Face
- Juggling various client portfolios across multiple platforms
- Lack of tools offering a comprehensive view of financial data
- Time wasted on manual data analysis or reporting
Barriers to Adoption
Skeptical of unproven solutions and concerned about platform compatibility with existing tools.
Common Complaints
Existing platforms are either too generic or cater only to individuals, neglecting advisory-specific needs.
Deceision making process
Its time to talk to customer below is a basic outline so you can interview your competitors customers and ask them about your competitors pain and pleasure points.
How They Discover Products/Services
Through industry seminars, peer recommendations, and professional associations like CPA Australia.
Who Influences Them?
- Colleagues in the finance industry
- Early adopters of new financial technologies
- Insights from professional thought leaders
Key Concerns Before Purchase
Security of client data, ease of onboarding, and clear value demonstration.
Preferred Communication Channels
Its time to talk to customer below is a basic outline so you can interview your competitors customers and ask them about your competitors pain and pleasure points.
Where They Engage Most
- LinkedIn for networking
- Industry webinars
- Finance-focused community forums
Preferred Brands & Influences
Respects solutions from brands like Morningstar, Vanguard, and Xero.
Tone & Style of Communication
Concise, factual, and professional.
Empathy Map
Its time to talk to customer below is a basic outline so you can interview your competitors customers and ask them about your competitors pain and pleasure points.
What They Think & Feel
What They Say & Do
What They Hear
What They See
Customer Pains
Customer Gains
Customer Journey Map
Its time to talk to customer below is a basic outline so you can interview your competitors customers and ask them about your competitors pain and pleasure points.
Expand on Persona 1
You can now Generate either the Empathy map or customer journey map for Persona 1
Target Customer 2:
Persona
Demographics
Its time to talk to customer below is a basic outline so you can interview your competitors customers and ask them about your competitors pain and pleasure points.
Professional / personal background
Its time to talk to customer below is a basic outline so you can interview your competitors customers and ask them about your competitors pain and pleasure points.
Behavioural traits
Its time to talk to customer below is a basic outline so you can interview your competitors customers and ask them about your competitors pain and pleasure points.
Goals & motivations
Its time to talk to customer below is a basic outline so you can interview your competitors customers and ask them about your competitors pain and pleasure points.
Challenges & pain points
Its time to talk to customer below is a basic outline so you can interview your competitors customers and ask them about your competitors pain and pleasure points.
Deceision making process
Its time to talk to customer below is a basic outline so you can interview your competitors customers and ask them about your competitors pain and pleasure points.
Preferred Communication Channels
Its time to talk to customer below is a basic outline so you can interview your competitors customers and ask them about your competitors pain and pleasure points.
Empathy Map
Its time to talk to customer below is a basic outline so you can interview your competitors customers and ask them about your competitors pain and pleasure points.
What They Think & Feel
What They Say & Do
What They Hear
What They See
Customer Pains
Customer Gains
Customer Journey Map
Its time to talk to customer below is a basic outline so you can interview your competitors customers and ask them about your competitors pain and pleasure points.
Or Would you like to Create Persona 2?
Create Persona Number 2, then you can create the Empathy Map and Customer Journey Map
Expand on Persona 2
You can now Generate either the Empathy map or customer journey map for Persona 2
Target Customer:
Persona
Its time to talk to customer below is a basic outline so you can interview your competitors customers and ask them about your competitors pain and pleasure points.
Demographics
Its time to talk to customer below is a basic outline so you can interview your competitors customers and ask them about your competitors pain and pleasure points.
Professional / personal background
Its time to talk to customer below is a basic outline so you can interview your competitors customers and ask them about your competitors pain and pleasure points.
Behavioural traits
Its time to talk to customer below is a basic outline so you can interview your competitors customers and ask them about your competitors pain and pleasure points.
Goals & motivations
Its time to talk to customer below is a basic outline so you can interview your competitors customers and ask them about your competitors pain and pleasure points.
Challenges & pain points
Its time to talk to customer below is a basic outline so you can interview your competitors customers and ask them about your competitors pain and pleasure points.
Deceision making process
Its time to talk to customer below is a basic outline so you can interview your competitors customers and ask them about your competitors pain and pleasure points.
Preferred Communication Channels
Its time to talk to customer below is a basic outline so you can interview your competitors customers and ask them about your competitors pain and pleasure points.
Empathy Map
Its time to talk to customer below is a basic outline so you can interview your competitors customers and ask them about your competitors pain and pleasure points.
What They Think & Feel
What They Say & Do
What They Hear
What They See
Customer Pains
Customer Gains
Customer Journey Map
Its time to talk to customer below is a basic outline so you can interview your competitors customers and ask them about your competitors pain and pleasure points.
Or Would you like to Create Persona 3?
Create Persona Number 3, then you can create the Empathy Map and Customer Journey Map
Expand on Persona 3
You can now Generate either the Empathy map or customer journey map for Persona 2