Customer Personas

Customer personas are customers who have a specific profile: demographic, location, age , needs, previous interaction with a business, etc. For example: customers with active contracts, which accepted marketing terms and conditions and which have more than five installments until the end of contract.

In FintechOS enables you to define the customer personas, filtering only the data (entities) you commonly use, leaving out all the structures that are meaningless for the targeted business cases, and audience segmentation needs.

It empowers you with the ability to create business-tailored segments of audience.

Using personalized content and delivery addresses for specific customer personas, you can orchestrate and customize omni-channel campaigns, easily change the rules of queries, and adapt any campaign to your business needs at any time.

To create customer personas:

  1. Define the customer persona data model.
  2. Create customer persona.