How to get customers forIntelligent Personal Finance Management Software

Where to find private individuals in order to convert them to customers

The idea that helps Private individuals

Private individuals want to manage their finances efficiently. However, they can't get it because they struggle to track expenses and set financial goals.

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

Intelligent Personal Finance Management Software : FinWise is an intelligent personal finance management software that offers budgeting tools, expense tracking, goal setting, and actionable insights, empowering individuals to take control of their finances and make informed financial decisions. Of course it is much better than the stuff from MoneyMinder, or BudgetBuddy!

How to find Private individuals

You can get insights about the pain points of private individuals 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 private individuals 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 private individuals, 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: Intelligent Personal Finance Management Software.

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 private individuals

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

This is what will happen

An AI will brainstorm 5 good search keyword phrases for you to find private individuals 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 private individuals 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 private individuals complain about their pet peeve: They struggle to track expenses and set financial goals.
Good for you because this is something that you can solve with intelligent Personal Finance Management Software, 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 private individuals to reach their goal: To manage their finances efficiently.

They will get to know, like and trust you. Eventually, they will buy your solution: Intelligent Personal Finance Management Software.

Get your first customers now!

Financial Technology (FinTech)Personal Finance ManagementIntelligent Personal Finance Management Software