Sample Customer Profile for Bank
[YOUR COMPANY NAME]
I. Demographic Information
Customer: Angela King
Attribute | Details |
|---|
Age | 35 |
Gender | Female |
Occupation | Marketing Manager |
Income | $85,000 per year |
Education Level | Bachelor’s Degree in Business |
Marital Status | Married |
Household Size | 3 (Angela King, spouse, and one child) |
II. Behavioral Traits
Banking Needs: Savings account, checking account, mortgage, and investment services
Transaction Frequency: Regular monthly transactions, occasional large transfers
Preferred Banking Channels: Online banking and mobile app
Financial Goals: Saving for child’s education, planning for retirement
Spending Habits: Moderate spender, budget-conscious, prioritizes family expenses
III. Psychographic Details
Values: Family-oriented, values financial security, prefers convenience
Lifestyle: Active, enjoys travel and family activities, health-conscious
Interests: Reading, fitness, community involvement
IV. Geographic Information
V. Additional Insights
Challenges: Balancing work and family life, managing long-term financial goals
Preferred Communication: Email and mobile notifications
Banking Preferences: Values personalized financial advice and customer service
