How to get customers forAdvanced Financial Data Analytics

Where to find finance professionals in order to convert them to customers

The idea that helps Finance professionals

Finance professionals want to make data-driven financial decisions. However, they can't get it because they struggle to analyze large volumes of financial data efficiently.

Therefore, they need to use your solution, e.g. MoneyMind AI.

Advanced Financial Data Analytics : MoneyMind AI is an advanced financial data analytics software that helps finance professionals make data-driven decisions by efficiently analyzing large volumes of financial data in real-time. Of course it is much better than the stuff from Bloomberg Terminal, SAS, or Tableau!

How to find Finance professionals

You can get insights about the pain points of finance professionals 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 finance professionals 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 finance professionals, 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: Advanced Financial Data Analytics.

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 finance professionals

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

This is what will happen

  • An AI will brainstorm 5 good search keyword phrases for you to find finance professionals 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 finance professionals 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 finance professionals complain about their pet peeve: They struggle to analyze large volumes of financial data efficiently.
  • Good for you because this is something that you can solve with advanced Financial Data Analytics, 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 finance professionals to reach their goal: To make data-driven financial decisions.

They will get to know, like and trust you. Eventually, they will buy your solution: Advanced Financial Data Analytics.

Artificial Intelligence (AI)AI in FinanceAdvanced Financial Data Analytics

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