How to get customers forFinancial Transaction Coordination Platform

Where to find investment bankers in order to convert them to customers

The idea that helps Investment Bankers

Investment Bankers want to execute complex financial transactions seamlessly. However, they can't get it because they face challenges in coordinating multiple parties and ensuring compliance with regulatory requirements.

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

Financial Transaction Coordination Platform : TransactEase is a platform that simplifies and streamlines the execution of complex financial transactions by providing investment bankers with tools to coordinate multiple parties, ensure regulatory compliance, and track transaction progress, enabling them to execute deals seamlessly. Of course it is much better than the stuff from Intralinks, or Mergermarket!

How to find Investment Bankers

You can get insights about the pain points of investment 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 investment 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 investment 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: Financial Transaction Coordination Platform.

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 bankers

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

This is what will happen

An AI will brainstorm 5 good search keyword phrases for you to find investment 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 investment 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 investment bankers complain about their pet peeve: They face challenges in coordinating multiple parties and ensuring compliance with regulatory requirements.
Good for you because this is something that you can solve with financial Transaction Coordination Platform, 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 bankers to reach their goal: To execute complex financial transactions seamlessly.

They will get to know, like and trust you. Eventually, they will buy your solution: Financial Transaction Coordination Platform.

Get your first customers now!

Finance Real EstateFinancial Transaction Coordination Platform