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< Back Who Eats Ramen? Who are we selling to? ​ ​

< Back Wealth Varies by Era - Truist Socioeconomic decisions are often mitgated by historic events. These events can group clients by age, and inform the psychology of decisions they make aorund wealth. Power in Numbers ​ Programs ​ Locations ​ Volunteers Project Gallery Previous Next

< Back Marcus Harris Account Director ​ ​

Wealth Journey Room Truist Bank I led the Journey Experience for the Wealth Space at Truist, I partnered with Service Designers, Project managers, Advisors, Business consultants, Designers, and Business Strategists. As experiences and needs unique to wealth were uncovered, they were translated into Personas, Journeys, and behavioral predictions that allowed us to more fully understand the cognitive-behavioral perspective of our clients Who Was Our Client? I interviewed in-depth 45 individuals worth 1 million dollars or more (without the asset of real estate) to discern the ways of thinking and understanding the world they either grew up in, climbed into, or worked in. We then discovered ways in which these individuals think about money, investing and relationships that differe form those who do not have 1 million or more in assests Giving and Charity We also tried to understand how they saw themselves in relationship with their world

< Back HealthCare Professionals and their money Wealthy Health Care ​ ​