How to get customers forAutomated Customer Onboarding
Where to find bankers in order to convert them to customers
The idea that helps Bankers
Bankers want to streamline customer account onboarding processes. However, they can't get it because they struggle with manual data entry and verification processes.
Therefore, they need to use your solution, e.g. OnboardFlow.
Automated Customer Onboarding : OnboardFlow is a software solution that automates the customer account onboarding processes for banks, reducing the need for manual data entry and verification. Of course it is much better than the stuff from OnboardIQ, or Kofax!
How to find Bankers
You can get insights about the pain points of bankers 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 bankers 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 bankers, 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: Automated Customer Onboarding.
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 bankers
To get started, edit the values in the following 3 input fields and click “Search bankers”.
This is what will happen
- An AI will brainstorm 5 good search keyword phrases for you to find bankers 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 bankers 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 bankers complain about their pet peeve: They struggle with manual data entry and verification processes.
- Good for you because this is something that you can solve with automated Customer Onboarding, 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 bankers to reach their goal: To streamline customer account onboarding processes.
They will get to know, like and trust you. Eventually, they will buy your solution: Automated Customer Onboarding.
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