Day: February 23, 2024

Customer Personas for Financial Services [Infographic]

Customer Personas for Financial Services [Infographic] a female hand applies a bank card to an ATM

In the era of online banking, clients still value the personal relationship with their local branch. They appreciate knowledgeable staff, ask tellers and advisors for input on financial decisions, and overwhelmingly choose face-to-face meetings or phone calls when they have a question or concern.