How to get customers forAutomated Portfolio Management Tool

Where to find investment management firms in order to convert them to customers

The idea that helps Investment management firms

Investment management firms want to efficiently monitor and manage client portfolios. However, they can't get it because they struggle with manual data entry and complex portfolio tracking processes.

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

Automated Portfolio Management Tool : PortfolioPro is a comprehensive software solution that automates portfolio tracking, simplifies data entry, and offers real-time insights to help investment management firms effectively manage client portfolios. Of course it is much better than the stuff from Morningstar Direct, or Advent Portfolio Exchange!

How to find Investment management firms

You can get insights about the pain points of investment management firms 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 investment management firms 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 investment management firms, 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 Portfolio Management Tool.

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 investment management firms

To get started, edit the values in the following 3 input fields and click “Search investment management firms”.

This is what will happen

  • An AI will brainstorm 5 good search keyword phrases for you to find investment management firms 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 investment management firms 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 investment management firms complain about their pet peeve: They struggle with manual data entry and complex portfolio tracking processes.
  • Good for you because this is something that you can solve with automated Portfolio Management Tool, 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 investment management firms to reach their goal: To efficiently monitor and manage client portfolios.

They will get to know, like and trust you. Eventually, they will buy your solution: Automated Portfolio Management Tool.


FinanceInvestment ManagementAutomated Portfolio Management Tool

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