HomeResearch Articles Intermediary Personas in Financial Services: Key Attributes

Intermediary Personas in Financial Services: Key Attributes

  • Financial services providers often fail to distinguish the roles, needs and preferences of key stakeholders within intermediary (partner) organizations
  • By understanding the key attributes of partner personas, a financial services provider can more effectively deliver meaningful content
  • Providers also must consider which intermediary personas are active during each stage of the partner’s journey
You must log in to client portal for full access to this content. Login

Take Action

Not a SiriusDecisions Client?