Extended story
Fintech home screen: three segments, two retired
A Birmingham fintech team asked for a Behavioural Segmentation Assessment after six months of arguing about whether “everyday savers” deserved a dedicated home module. Their analytics export showed strong weekday morning logins, but support tickets told a different story: many of those morning users only checked a balance and left, while a smaller group completed transfers and bill setups in the same session.
Over four weeks we separated balance-checkers from transfer-completers, and named a third group that opened the app after payday notifications but rarely returned mid-month. Two earlier persona labels — including a broad “power saver” — were retired because they could not be observed without surveys.
The product team shipped a home variant for transfer-completers first. Helen Marlowe, who led the work, noted that the hardest part was protecting workshop time mid-week — a mild constraint we now flag in every kickoff. The segment brief later became the reference document for their Q3 roadmap conversations.
Read about the assessment format if a similar decision is sitting on your roadmap.