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.