Buyer Persona Kit

The Complete Buyer Persona Kit for Your Financial Services Company

Use these customized tools to better understand your target audience and learn how to reach the customers that will help you grow.

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Financial services marketers! Are you delivering unique, compelling, and targeted digital content to the people you want to attract most? A successful demand generation or lead nurturing campaign depends on this foundational content, and the first step toward delivering it is creating accurate buyer personas or realistic archetypes of your target audience segments.

Buyer personas serve as the foundation of an inbound marketing strategy. They are not just a compilation of demographic information, but they also identify your potential customers’ financial backgrounds, goals, and pain points, and identify how your company can best serve them.

This kit contains everything you need to create precise personas and develop a content strategy to draw them in:

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Detailed sample templates for common personas in your industry
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Questions to walk you through the persona creation process step by step
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A guide for mapping content specifically for buyer personas seen in the financial services industry
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Helpful information about the role of content in the Buyer’s Journey
What are the stages of your buyer's journey? Audit your content library Questions You Should Ask When Developing Buyer Personas-Internal

Resources you will find in this kit:

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Step One: Buyer Persona Interviews

10 Questions You Should Ask When Developing Buyer Personas

Here are 10 questions you should ask to create rock-solid archetypes of your ideal customers. Use this worksheet to begin your buyer persona development and learn how asking the right questions can help you better capture, convert, and delight your audience.

This worksheet lives in Google Docs.

10 Questions You Should Ask When Developing Buyer Personas
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Step Two: Buyer Persona Creation

Financial Services Buyer Persona Template

This template includes two buyer persona samples for a financial services company, so you can see what the slide looks like with actual content in place and how your buyer persona interviews can shape your target audience into one clean persona.

This template lives in Google Slides.

Financial Services Buyer Persona Template-1
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Step Three: Create and Map Content for Your Buyer Personas

Mini Guide to Mapping Content to the Financial Services Buyer’s Journey

Each buyer persona has unique triggers that cause them to look for a solution, as well as different features or services they’re evaluating during the buying process. The financial industry is complex and multifaceted, which means there are a wide variety of potential buyer personas. This guide helps you map content to each of your buyer personas, to make sure your content resonates with your intended audience.

This guide is a downloadable PDF.

Mini Guide to Mapping Content to the Financial Services Buyer’s Journey
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Ready to kick-start your inbound marketing strategy with buyer personas?

Fill out the form to download the kit now.