How to get customers forRealtime AI-powered financial news data

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

The idea that helps financial institutions

Financial institutions want to make lots of money by reacting quickly before the inefficient market does. However, they can't get it because before LLMs, there was no tech for quickly understanding what happens.

Therefore, they need to use your solution: Realtime AI-powered financial news data. But how do you find such people so you can pitch your solution to them?

How to find financial institutions

You can get insights about the pain points of financial institutions 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 institutions 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 institutions, 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: Realtime AI-powered financial news data.

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 institutions

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

This is what will happen

  • An AI will brainstorm 5 good search keyword phrases for you to find financial institutions 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 institutions 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 institutions complain about their pet peeve: Before LLMs, there was no tech for quickly understanding what happens.
  • Good for you because this is something that you can solve with realtime AI-powered financial news data, 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 institutions to reach their goal: To make lots of money by reacting quickly before the inefficient market does.

They will get to know, like and trust you. Eventually, they will buy your solution: Realtime AI-powered financial news data.


B2BEngineering, Product and DesignRealtime AI-powered financial news data

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