Date Published

18/01/2023

Author

Capita

We carried out extensive research with 2,000 bank and building society customers which identified 6 new personas. 

We’ve pulled the results of this research into an insightful report and interactive tool to enable decision-makers in our specialist financial services sector to create more accurate, innovative customer solutions spanning product, channel, service and customer experience.

Try out the interactive persona tool 

  1. Decide who you’d like to know more about – existing/potential customers, those who are vulnerable, high net worth, and so on
  2. Answer the questions by putting yourself in their shoes, providing responses accordingly
  3. You'll be given a summary of each persona including details of their attitudes and behaviours towards their bank
  4. Utilise the insights to create more accurate (and innovative) customer solutions across product, channel, service and customer experience.

 

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