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mindset segmentation

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The 4 money <strong>mindset</strong>s<br />

BALANCERS<br />

20/41<br />

Key behaviours<br />

• Always trying to find the best deal and value for their efforts;<br />

• Most likely to maximize credit card points and rewards;<br />

• Frequently and meticulously track finances using tools and resources;<br />

• Spread expenses out and rely on schedule –oriented bill paying;<br />

• Compensates for other expenses and makes in–the –moment tradeoffs.<br />

Balancers are savvy, and likely to invest time<br />

and effort finding out whether banks’ services<br />

can improve their financial situation.

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