How to get customers forPersonalized Financial Advice Platform

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

The idea that helps Retail Bankers

Retail Bankers want to provide personalized financial advice to their clients. However, they can't get it because they struggle to efficiently analyze large amounts of data to tailor advice to individual clients.

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

Personalized Financial Advice Platform : DataAdvisor is an AI-powered platform that analyzes customer data to provide tailored financial advice to clients. Of course it is much better than the stuff from FinTech Solutions Inc., or WealthTech Technologies!

How to find Retail Bankers

You can get insights about the pain points of retail 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 retail 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 retail 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: Personalized Financial Advice 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 retail bankers

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

This is what will happen

An AI will brainstorm 5 good search keyword phrases for you to find retail 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 retail 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 retail bankers complain about their pet peeve: They struggle to efficiently analyze large amounts of data to tailor advice to individual clients.
Good for you because this is something that you can solve with personalized Financial Advice 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 retail bankers to reach their goal: To provide personalized financial advice to their clients.

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

Get your first customers now!

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