Personas

Client: eMoney Advisor Product Team Leadership

Client Profile: Financial planning software company serving 45,000 financial professionals.

Research Methods: Surveys, interviews, and industry research

Timeline: Six months

Project Goals: Develop UX personas to help the product team to empathize and better understand users.

Working with a team of two other researchers we built interview guides, online Qualtrics surveys, recruited participants, analyzed data and developed nine personas for key user segments.

Artifacts:

CPA Interview Guide

CFP Demographic Survey

CPA Persona and Addendum