How to get customers forSecure Open Banking Platform

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

The idea that helps Banking Institutions

Banking Institutions want to streamline data sharing with third-party apps. However, they can't get it because they face compliance challenges with data protection regulations.

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

Secure Open Banking Platform : OpenSync is a secure platform that enables banking institutions to streamline data sharing with third-party apps while ensuring compliance with data protection regulations, making data sharing more efficient and secure. Of course it is much better than the stuff from DataSharePro, or SafeSync!

How to find Banking Institutions

You can get insights about the pain points of banking 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 banking 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 banking 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: Secure Open Banking 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 banking institutions

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

This is what will happen

  • An AI will brainstorm 5 good search keyword phrases for you to find banking 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 banking 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 banking institutions complain about their pet peeve: They face compliance challenges with data protection regulations.
  • Good for you because this is something that you can solve with secure Open Banking 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 banking institutions to reach their goal: To streamline data sharing with third-party apps.

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


Financial Technology (FinTech)Open BankingSecure Open Banking Platform

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