Finance Customer Personas - Evidence-Based Interactive Avatars

Choose from
Ready-to-Use Personas

Nine data-based Finance Personas ready to answer your questions right now – no setup needed.

Customer Expert

Acts like an in-house market expert who knows decision-making patterns and customer logic. Helps you validate strategies and anticipate customer reactions before launch.

Available as Chat & Avatar

Mass Affluent Persona

Represents affluent clients with investable assets. Helps you design suitable products, marketing approaches, and advisory services for this high-value segment.

Available as Chat & Avatar

Gen Z Persona

Reflects the mindset of young, digital-first customers. Helps you understand their motivations, communication preferences, and decision-making patterns for this emerging generation.

Available as Chat & Avatar

Trader Persona

Represents active investors and traders. Helps you understand their risk appetite, trading behaviors, and information needs for engaging this sophisticated segment.

Available as Chat & Avatar

Retirement & Pension Persona

Mirrors customers focused on security and stability. Helps you design pension and retirement products, and build trust narratives that resonate with this audience.

Available as Chat & Avatar

Saver Persona

Represents cost-conscious, budget-oriented clients. Helps you craft offers, incentives, and messaging that resonate with customers who prioritize saving and value.

Available as Chat & Avatar

Financing Persona

Reflects the customer view on loans and credit decisions. Helps you understand decision barriers and trust drivers in financing, improving conversion rates.

Available as Chat & Avatar

Decision-Maker Personas

Understand how different customer types make financial decisions – from intuitive decision-makers to cautious savers, financial tacticians, risk-takers, and pragmatic optimizers. Design products and services that match actual decision patterns.

Available as Chat & Avatar

Individual Persona
(via Persona Builder)

Tailored to your unique use case. Ready-to-use based on Finance data, or enriched with your own data. Helps you work with exactly the Persona you need for your specific business case.

Custom Configuration Available

PERSONA BUILDER

Need a Persona That Doesn't Exist Yet?
Build It from Real Data in Minutes

Can't find the exact Persona you need? Our data-based Persona Builder searches through real Finance customer data and creates custom Personas tailored to your specific use case – with full Canvas documentation and interactive assistants ready in days, not months.

1

Tell Us What You Need

Describe your situation, target audience, and business goal

2

AI Searches Real Data

Builder analyzes evidence-based Finance customer data for matching profiles

3

Choose Your Personas

Review suggested Personas with audience size data, select the best fits

4

Get Ready-to-Use Assets

Receive editable Persona Canvas + Chat/Avatar Assistants in days

What Makes Our Persona Builder Unique

Built on Real Customer Data

Not guesswork or assumptions – every Persona is grounded in actual Finance customer behavior patterns and decision-making data.

Target Audience Size Validation

Know exactly how many customers match each Persona profile before you commit – avoid building for tiny niches.

Editable Persona Canvas

Get complete documentation you can customize and share with your team – not locked-in software.

Interactive Assistants Ready Fast

We create your Chat and Avatar Assistants and deliver them in days – start getting answers from your custom Personas immediately.

Custom Avatar Appearance Optional

Want more than just standard avatars? Get fully customized interactive avatars tailored to your specific use case and brand – bringing your Personas to life exactly as you envision them.

Full Ownership & Control

You own all deliverables – Canvas documents, data insights, and chat logs. No vendor lock-in, no recurring platform fees beyond the assistants you choose to keep active.

Ready to Build Your Perfect Persona?

Start Building Now

VIDEO DEMO

See an Interactive Finance Persona in Action

Watch Alessandra, our Gen Z Banking Persona, answer real questions about banking app features, service experiences, and sustainability. This is exactly how your Finance Personas will interact with your team.

Interactive Demo Video

Video ansehen

Hinweis: Sie verlassen unsere Website und werden zu YouTube (Google) weitergeleitet.

Meet Alessandra – Gen Z Banking Persona

Experience how an Interactive Finance Persona Avatar responds naturally to questions. In this demo, Alessandra answers questions about banking from a Gen Z perspective – the same conversational intelligence you'll get with all Finance Personas.

🎬 In this demo, Alessandra answers:

✓ What banking app features matter most to Gen Z customers
✓ How a bad service experience impacts customer loyalty
✓ What role sustainability plays in banking decisions

This is how all Finance Personas work: Natural conversation, instant responses, grounded in real customer data. Available 24/7 as Chat Assistants or Interactive Avatars.

Choose the Right Persona Package for Your Team

Per assistant, per month. Billed annually. Pricing starts at 4 assistants.

Chat Assistant

€299

per assistant/month

4 Assistants: €1,196/mo

Annual payment (upfront):

€14,352

Billed annually in advance, excl. VAT

✓ Q&A with upload capability
✓ Documentation & export
✓ Analysis workflows
✓ 12-month annual contract

Select Plan

Interactive Avatar

€439

per assistant/month

4 Assistants: €1,756/mo

Annual payment (upfront):

€21,072

Billed annually in advance, excl. VAT

✓ Visual avatar presence
✓ 500 minutes included/month (4 avatars)
✓ Workshop & meeting integration
✓ Immersive conversations
✓ 12-month annual contract

Select Plan

BEST VALUE

Chat + Avatar Bundle

€499

per assistant/month

4 Assistants: €1,996/mo

Annual payment (upfront):

€23,952

Billed annually in advance, excl. VAT

Save €956/month vs. separate plans

✓ All Chat features
✓ All Avatar features
✓ 500 minutes included/month (4 avatars)
✓ Complete flexibility
✓ 12-month annual contract

Get Started

Custom Data-Based Personas with Your Own Data

For clients who want deeper personalization using their own customer data. We create fully customized, data-backed Personas unique to your customer base.

Pricing:

• Setup fee: from €9,900 (depends on scope)
• Monthly fee: same as Ready-to-Use (per assistant)
• Additional fee: provisioning, maintenance & support

Benefits:

• Based on your actual customer data
• Higher relevance for your business
• Ongoing maintenance included

Conditions: Starts at 4 assistants. 12 months contract. Prices excl. VAT, billed annually upfront.

Request Custom Quote

What Can You Do With Finance Personas?

From strategy workshops to daily decision-making – Finance Personas fit seamlessly into your workflow.

Build Empathy Maps

Understand what your customers think, feel, say, and do. Create detailed Empathy Maps based on real behavioral data – not assumptions.

Validate Value Propositions

Test your Value Proposition Canvas with real customer Personas. Find out if your offering truly resonates before you launch.

Discover Jobs to be Done

Uncover the real "job" customers are hiring your product for. Design solutions that fit perfectly into their workflow and context.

Identify Pains & Gains

Map out customer frustrations and desired outcomes. Prioritize features that relieve pains and create meaningful gains.

Craft Benefit Arguments

Build compelling benefit arguments (Nutzenargumentation) that actually convince. Test messaging and positioning before going to market.

Always Have Your Customer at the Table

Bring the customer voice into every meeting. Make decisions with real customer perspective – instantly available 24/7.

Ready to transform how you work with customer insights?

Explore All Use Cases

Stop Making Costly Mistakes

See how Finance teams avoid expensive errors by having real customer insights when they need them most.

Stop Designing Products Your Customers Don't Understand

Know exactly how your customers think and feel about your product before you build it. Avoid launching features nobody wants.

Stop Wasting Budget on the Wrong Features

Find out what your customers actually care about. Focus your resources on what drives real value and adoption.

Stop Losing Deals Because Your Message Doesn't Resonate

Craft messaging and positioning that speaks directly to what your customers need. Increase conversion by getting your value proposition right.

Know Exactly What Problem Your Product Needs to Solve

Understand the real "job" customers are trying to accomplish. Design solutions that fit seamlessly into their workflow.

Win More Deals with Arguments That Actually Convince

Get ahead of objections and use the exact triggers that move your customers to say yes. Close more deals faster.

Make Better Decisions with Real Customer Input – Always

Never make another decision in a vacuum. Have the customer perspective instantly available in every meeting and strategy session.

Built on Strategic Partnership Experience with Finance Leaders

Through collaborations with leading financial institutions, we've developed proven Decision Intelligence methodologies that deliver measurable results

"The AI avatars deliver content that is plausible, differentiated, and consistent – with a surprisingly high level of alignment to classical studies."

"The method provides valid and practice-oriented insights, with a depth and flexibility that efficiently complements traditional market research."

Senior Corporate Market Researcher at a major German bank

"We were able to use real insights even before the first drafts, which allowed us to develop and test mockups much faster."

"We initially dismissed a recommendation from the AI – but in interviews with real people it turned out the AI was right."

"...that was extremely valuable."

Design Thinking Expert at a major German Bank

"With the synthetic data from your AI we were able to confirm or refute our hypotheses."

"Your tool is powerful because it is built on truly solid data."

"That was actually one of my favorite conversations with your AI solution."

Senior Insight Expert at a major German Bank