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MONEYMIND FOR TARGETED SUPPORT
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MoneyMind Personas
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Personas identify the various cohorts of client behavioural preferences - they uncover a client's financial mindset, needs, and challenges. They also integrate with your digital support pathway.
Personas allow your clients to understand their own neurofinance, empowering self-awareness for smarter financial decisions.
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Our Personas
We've developed 20 personas using decades of neurofinance data sets.
High-velocity thinker.
Blunt, practical, profit focused.
Often reflective, slow to trust.
Curious, nonlinear, anti-routine.
Thoughtful and cautious.
Creative first, wants joy.
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