Customer Challenges for FinBot Insights

FinBot Insights was designed for busy professionals, novice investors, and part-time traders who seek quick and accessible market information to enhance their investment decisions. In today’s fast-paced world, individuals often struggle to stay updated with financial markets due to the overwhelming amount of data and news available. As a result, it can be difficult for them to synthesize critical market trends and news that impact their investment strategies.

To understand our customers' pain points, goals, and motivations, we conducted interviews with 30 potential customers who fit this profile.

What did we ask?

• Person background

• Persona product interest

• How persona learns about the product

• How persona buys and expects to buy the product

• How persona will get & expect to get product

• How will persona use product (use case)

• How will persona be billed and pay for the product

• What & How does the customer expect from vendors post-sales support

• Persona product needs

• Persona top pain points

We learned our customers' biggest pain point is that

"There is too much information to sift through, and I do not have the time to summarize key market trends or prepare for my investment decisions effectively."

"I'm overwhelmed by the sheer volume of news articles and data; I just want straightforward, reliable insights that I can understand quickly without the hassle."

"I feel stressed because I can't keep up with the market movements and need a reliable source to help me make informed investment choices in real-time."

By addressing these challenges, FinBot Insights aims to simplify the process of obtaining market insights, allowing users to make informed investment decisions quickly and confidently.