The Planner
The planners are smart and careful with their
finances. They will research and find out the best
deals in town from friends to aid in their financial
decisions.
Careful
Skeptical
Intelligent
Resourceful
Planners prefer banks that possess these attributes:
Best online deal
and rates Banks must constantly compete to
provide the best for customers like Planners as they are looking for the best online deals and rates via many platforms before making their financial decision. |
Accessible and
Swift Services
Planners complete vast majority of
banking tasks digitally. They are also comfortable using all kinds of channels so they expect services to be accessible and fast due to their busy family and work schedule. |
High Value and
Consistency in Services
Planners require consistently high level
of services and experiences across various platforms. This can mean being able to set up tailored joint accounts through any digital channel or ensuring they aren’t constantly re-entering information as they jump between channels. |