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Creating Customer Personas for Banks


White Paper June 22, 2018 by Jean-Pierre Lacroix

Creating Customer Personas for Banks

There is a growing realization amongst financial institutions that the one-size-fits-all approach is coming to an end, and the importance of defining customers beyond conventional criteria is now paramount. One way to do this is by developing customer personas. This allows for more focused marketing and merchandising, and also ensures that all efforts are targeting the ideal customer in the way that will most appeal to them.

In this white paper, we take a closer look at how to develop and implement customer personas for your financial institution.

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