How to get customers forAI-Driven Wealth Management Platform

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

The idea that helps Wealth Managers

Wealth Managers want to provide personalized financial advice. However, they can't get it because they struggle with manual data gathering and analysis.

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

AI-Driven Wealth Management Platform : WealthGenius is an AI-driven platform that helps wealth managers provide personalized financial advice to clients by automating data gathering and analysis processes. It offers risk assessment tools, investment recommendations, and client communication features. Of course it is much better than the stuff from WealthCounsel, or RoboAdvisor!

How to find Wealth Managers

You can get insights about the pain points of wealth 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 wealth 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 wealth 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: AI-Driven Wealth Management 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 wealth managers

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

This is what will happen

An AI will brainstorm 5 good search keyword phrases for you to find wealth 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 wealth 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 wealth managers complain about their pet peeve: They struggle with manual data gathering and analysis.
Good for you because this is something that you can solve with aI-Driven Wealth Management 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 wealth managers to reach their goal: To provide personalized financial advice.

They will get to know, like and trust you. Eventually, they will buy your solution: AI-Driven Wealth Management Platform.

Get your first customers now!

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