How to get customers forPortfolio Optimization Software for Asset Managers

Where to find asset managers in order to convert them to customers

The idea that helps Asset Managers

Asset Managers want to optimize portfolio performance and risk management. However, they can't get it because they face challenges in analyzing and adjusting asset allocations quickly and accurately.

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

Portfolio Optimization Software for Asset Managers : A sophisticated software solution that enables asset managers to optimize portfolio performance, analyze asset allocations, and improve risk management strategies through advanced algorithms and real-time data analytics. Of course it is much better than the stuff from Bloomberg Terminal, Morningstar Direct, or FactSet!

How to find Asset Managers

You can get insights about the pain points of asset managers 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 asset managers 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 asset managers, 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: Portfolio Optimization Software for Asset Managers.

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 asset managers

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

This is what will happen

An AI will brainstorm 5 good search keyword phrases for you to find asset managers 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 asset managers 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 asset managers complain about their pet peeve: They face challenges in analyzing and adjusting asset allocations quickly and accurately.
Good for you because this is something that you can solve with portfolio Optimization Software for Asset Managers, 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 asset managers to reach their goal: To optimize portfolio performance and risk management.

They will get to know, like and trust you. Eventually, they will buy your solution: Portfolio Optimization Software for Asset Managers.

Get your first customers now!

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