How to get customers forFinSight: AI-Powered Financial Data Interpreter

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

The idea that helps Financial Analysts

Financial Analysts want to make data-driven decisions using AI. However, they can't get it because they struggle with interpreting complex financial data.

Therefore, they need to use your solution, e.g. FinSight.

FinSight: AI-Powered Financial Data Interpreter : FinSight is an AI-powered tool that simplifies the interpretation of complex financial data, enabling financial analysts to make informed and data-driven decisions with ease. Of course it is much better than the stuff from Yodlee, or Envestnet | Yodlee!

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: FinSight: AI-Powered Financial Data Interpreter.

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 with interpreting complex financial data.
  • Good for you because this is something that you can solve with finSight: AI-Powered Financial Data Interpreter, 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 data-driven decisions using AI.

They will get to know, like and trust you. Eventually, they will buy your solution: FinSight: AI-Powered Financial Data Interpreter.


Artificial Intelligence (AI)AI in FinanceFinSight: AI-Powered Financial Data Interpreter

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