Build Your Ideal Bank Customer Profile

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Understand Your Customers Better — and Market to Them More Effectively

Community banks don’t have the luxury of wasting time — or marketing dollars — on guesswork. You need to know who your customers really are, what drives their decisions, and how to reach them in ways that matter. That’s exactly what WSI’s Persona+ and PersonaSync.ai deliver: real-world insights powered by your own data, designed to take the mystery out of messaging. It’s a smarter, more strategic way to connect with the people who matter most — and move your marketing from reactive to results-driven.

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Persona+

In community banking, one size never fits all. That’s why WSI created Persona+ — a data-driven approach to help banks connect the dots between who their customers are and how to communicate with them more effectively online.

Using a limited set of data from your core system, such as name, address, and high-level account profiles, Persona+ cross-matches that information with verified consumer behavior models and personality profiles. The result is a set of detailed, real-world personas that reveal not only what your customers do, but how they think. These insights help your bank:

Segment customers more strategically
Deliver messaging that resonates on a personal level
Align marketing efforts with the motivations of your highest-value customer groups
Make better decisions around product promotions, branch outreach, and digital campaigns

We also layer in pre-existing profitability assumptions to help prioritize your most valuable customer types, giving you a clear roadmap for marketing focus.

PersonaSync.ai

Imagine testing your marketing messages with a focus group of your ideal customers before you publish a single ad or email. With PersonaSync.ai, that’s exactly what you get.

Using artificial intelligence trained on real-world banking data and messaging insights, PersonaSync.ai creates predictive models of your target audience. These “AI-powered focus group participants” allow you to preview how different segments will respond to your messaging, from tone and phrasing to content focus and call-to-action strength.

Whether you're refining your brand voice, testing campaign copy, or optimizing your website content, PersonaSync.ai gives you a strategic edge by eliminating the guesswork.

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Let’s talk about how Persona+ and PersonaSync.ai can help your bank sharpen its focus, improve ROI, and connect more meaningfully with the people you serve.

Take the Guesswork Out of Your Messaging Strategy.

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Here are a few testimonials from our happy customers

"When the bank needed to update our website and take the next step in our evolution, we selected WSI to be our strategic partner. Together with his talented team of digital professionals, Eric not only led us through the process..."

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Craig Cumberworth - President, Andover Bank
"I continue to work with WSI because they understand the challenges community banks face. Whether I am looking for high- level strategic insight or someone that understands the nuts and bolts of getting something accomplished from a digital perspective, I know I can trust WSI..."

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Chad Montgomery, Marketing Director - First Bank of Berne
"Working with WSI doesn't even feel like work. It's a comfortable, professional partnership that has yielded great things for our bank. The expertise, competency and reliability of everyone at WSI is amazing! They are always willing to help, and they genuinely want the very best for their clients..."

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Deanne Murdoch, IT/Marketing Director - Thumb Bank & Trust