How to get customers forFinanceHub: Unified Financial Management

Where to find digital banking customers in order to convert them to customers

The idea that helps Digital Banking customers

Digital Banking customers want to easily manage their finances. However, they can't get it because they find it challenging to integrate all their financial accounts in one place.

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

FinanceHub: Unified Financial Management : An all-in-one platform for customers to manage and monitor their finances across multiple accounts. Of course it is much better than the stuff from Mint, or Personal Capital!

How to find Digital Banking customers

You can get insights about the pain points of digital banking customers 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 digital banking customers 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 digital banking customers, 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: FinanceHub: Unified Financial Management.

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 digital banking customers

To get started, edit the values in the following 3 input fields and click “Search digital banking customers”.

This is what will happen

An AI will brainstorm 5 good search keyword phrases for you to find digital banking customers 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 digital banking customers 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 digital banking customers complain about their pet peeve: They find it challenging to integrate all their financial accounts in one place.
Good for you because this is something that you can solve with financeHub: Unified Financial Management, 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 digital banking customers to reach their goal: To easily manage their finances.

They will get to know, like and trust you. Eventually, they will buy your solution: FinanceHub: Unified Financial Management.

Get your first customers now!

Financial Technology (FinTech)Digital BankingFinanceHub: Unified Financial Management