How to get customers forUnified Open Banking Integration Platform

Where to find banks and financial institutions in order to convert them to customers

The idea that helps Banks and Financial Institutions

Banks and Financial Institutions want to enhance customer experience and increase revenue. However, they can't get it because they struggle to integrate various banking APIs seamlessly.

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

Unified Open Banking Integration Platform : A comprehensive platform that enables banks to easily integrate multiple banking APIs for enhanced services and revenue generation. Of course it is much better than the stuff from Plaid, Tink, or TrueLayer!

How to find Banks and Financial Institutions

You can get insights about the pain points of banks and financial institutions 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 banks and financial institutions 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 banks and financial institutions, 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: Unified Open Banking Integration 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 banks and financial institutions

To get started, edit the values in the following 3 input fields and click “Search banks and financial institutions”.

This is what will happen

  • An AI will brainstorm 5 good search keyword phrases for you to find banks and financial institutions 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 banks and financial institutions 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 banks and financial institutions complain about their pet peeve: They struggle to integrate various banking APIs seamlessly.
  • Good for you because this is something that you can solve with unified Open Banking Integration 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 banks and financial institutions to reach their goal: To enhance customer experience and increase revenue.

They will get to know, like and trust you. Eventually, they will buy your solution: Unified Open Banking Integration Platform.


Financial Technology (FinTech)Open BankingUnified Open Banking Integration Platform

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