top of page
MONEYMIND FOR TARGETED SUPPORT
MoneyMind Personas
Personas help identify the various cohorts of your client's behavioural preferences, helping understand their financial mindset, advice needs, and challenges. Our profiler integrates with your digital advice journeys and support pathways.
Personas allow your clients to understand their own neurofinance, empowering self-awareness for smarter financial decisions.
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.
bottom of page