Personas

Personas represent a group of consumers with similar characteristics, such as age, gender, needs, experiences, behaviors, or goals. They are often based on user research and help companies better tailor their products and services to meet the specific needs of different user groups, ensuring a more user-centered approach to development and marketing.

The Personas feature allows your institution to personalize the products pre-selected in the Consumer Account Opening flow based on specific personas, allowing for targeted marketing campaigns by age and location, increasing application completion rates, and boosting deposits. Your staff can create and manage multiple personas with customized settings and preferences in the Admin Platform.

Persona-specific products automatically populate when applicants update their demographic information at the start of the Consumer Account Opening flow or can be accessed via a persona-specific URL.

If you would like to use Personas, please contact your Narmi Relationship Manager to enable it.

In this category:

• Create a New Persona

• Manage Personas

Persona Permissions

To enable Personas at your institution, please contact your Narmi Relationship Manager. To use Personas, your staff must have the following permissions:

• Can add persona – To add a new persona

• Can change persona – To edit, deactivate, or reactivate an existing persona

• Can delete persona – To make a persona inactive

• Can view persona – To view personas

To set permissions, from the Admin Platform sidebar, select Staff members > Roles.

Navigate to Personas

To access Personas, from the Admin Platform sidebar, select Account opening > Personas. The page opens to the Active tab, showing your institution's visible personas. The Inactive tab contains personas that are not visible. Personas are listed in chronological order from oldest to newest creation date.