How to get customers forReal-time Financial Data Intelligence Platform

Where to find financial analysts in order to convert them to customers

The idea that helps Financial Analysts

Financial Analysts want to make informed investment decisions using AI-driven insights. However, they can't get it because they struggle to access timely and accurate financial data for analysis.

Therefore, they need to use your solution, e.g. AI Financial Data Aggregator.

Real-time Financial Data Intelligence Platform : A cutting-edge software platform that aggregates, cleans, and analyzes financial data from multiple sources in real-time, providing financial analysts with actionable insights and predictive analytics to support investment decision-making processes. Of course it is much better than the stuff from Bloomberg Terminal, or YCharts!

How to find Financial Analysts

You can get insights about the pain points of financial analysts if you listen to them carefully, either in person or online. Listening online is much easier because you need not ask them for a customer interview but you can observe them talking about their problems, out there in their natural habitat. They won’t even notice that you are there, watching and listening to them.

The process, step by step

One process that we can totally recommend is this:

  • Find out where financial analysts hang out (Reddit, Mastodon, etc.)
  • Read what problems they talk about, and how urgent they are to them. (Did they try any solutions, yet? Did they spend money on anything, yet? Did they even cobble a homegrown solution together?)
  • Enter the conversation: Help them with tips, ask more about their situation and why they are in pain.
  • If you find recurring questions or pet peeves of financial analysts, create some helpful content for them (e.g. a blog post, a podcast episode, or a video) and share it with them for free, in the same conversations. They will be delighted.
  • At the end of the blog post, invite them to use your solution: Real-time Financial Data Intelligence Platform.

I described the process here in my blog post: Identify a hungry audience.

If you do this manually, it may take you hours each day. Automate it, with a little help from the AI in CustomerPing!

Step 1 to find financial analysts

To get started, edit the values in the following 3 input fields and click “Search financial analysts”.

This is what will happen

  • An AI will brainstorm 5 good search keyword phrases for you to find financial analysts and their pain points in online forums on the internet.
  • With one click, you can search for each keyword phrase right away.
  • CustomerPing will present the search results to you.
  • If you think that one of those results looks like financial analysts wrote it, you can create a “customer radar station” on the forum where the post came from.
  • You describe what makes a post relevant to your business.
  • CustomerPing will “ping” you 24h a day, whenever financial analysts complain about their pet peeve: They struggle to access timely and accurate financial data for analysis.
  • Good for you because this is something that you can solve with real-time Financial Data Intelligence Platform, right?

What to do when you get a “customer ping”

When such an alert appears on your mobile phone, you simply tap on it and join the conversation in the online forum.

Help financial analysts to reach their goal: To make informed investment decisions using AI-driven insights.

They will get to know, like and trust you. Eventually, they will buy your solution: Real-time Financial Data Intelligence Platform.

Artificial Intelligence (AI)AI in FinanceReal-time Financial Data Intelligence Platform

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