Sarah Thompson's Persona

Demographics

Name: Sarah Thompson

Age: 28

Occupation: Marketing Specialist

Income: $70,000/year

Education: Bachelor's degree in Communications.

Background: Living in an urban area, I use various apps, like Venmo and Etrade, to manage my finances. As I plans to buy my first home, I want to improve my budgeting and investing skills but often feel overwhelmed by financial information, so I seek user-friendly solutions to help my navigate personal finance.

Goals & Tasks:

To track monthly expenses and set budgets effectively.
To manage and grow investments through user-friendly interfaces.
To transfer money easily between accounts and friends using features like peer-to-peer payments (e.g., Venmo).
To monitor savings goals for a down payment on a house.

Environment:

Primarily uses a smartphone for on-the-go financial management.
Occasionally accesses the financial app from a laptop more detailed analysis.
Utilizes a quiet home office or a cafe for focused work and financial planning.

Quote (what matters most):

Ease of use and user-friendly interfaces that simplify complex financial concepts.
Security and privacy of personal financial data when using apps and websites.
Access to educational resources that help understand investments and budgeting.
The ability to integrate with other financial tools for a holistic view of finances.

Pain Points:

Feels overwhelmed by the amount of financial information available online and often struggles to find reliable resources.
Difficulty budgeting effectively due to a lack of comprehensive tools within her current banking app.
Frustrated by the complexity of investment options, making it hard to decide where to invest.
Occasionally finds that some financial apps are not mobile-optimized, leading to a frustrating user experience.