target audience: TECH SUPPLIER  Publication date: Dec 2022 - Document type: Market Presentation - Doc  Document number: # EUR149869022

Industry Personas Handbook: Worldwide Financial Services 2022/2023


  • George Briford Loading
  • Davide Palanza Loading


  • 32 slides

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This IDC Market Presentation seeks to provide technology vendors with a better understanding of the roles in financial services organizations. It aims to answer the following questions:

  • What are the key personas I need to address with my offerings, marketing messages, and sales campaigns?
  • What are their strategic priorities, day-to-day activities, major pain points, and challenges?
  • What are their KPIs?

“Increasing competition and market complexity compels technology providers to carefully articulate their value propositions to the different personas they are selling to. They should understand and leverage the KPIs that each persona is measured on." — George Briford, Director, IDC Financial Services Insights


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