Target Audience and Clientele

Particular client

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Business owner

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Personal Banker

Goals and Objectives

Particular

• To Have a quick preview of my borrowing power.
• Tax optimization
• Budget management
• Investment

Entrepreneur

• Have all in one app
• Simplify his daily management
• Have a friendly user app to manage his finance
• Stay organized, be more efficient and productive

Banker

• Fewer sales prospecting
• Improve her sales productivity
• Focus on her customers' needs
• Reduce her client's tax income
• Growing and retaining customers