How to get customers forIntuitive Personal Finance Management Software

Where to find individuals managing finances in order to convert them to customers

The idea that helps Individuals managing finances

Individuals managing finances want to track and optimize their financial activities. However, they can't get it because they struggle to consolidate and analyze their financial data from various sources.

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

Intuitive Personal Finance Management Software : An intuitive software solution that consolidates and analyzes financial data from multiple sources, empowering individuals to track, optimize, and manage their finances effectively. Of course it is much better than the stuff from Mint, or Personal Capital!

How to find Individuals managing finances

You can get insights about the pain points of individuals managing finances 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 individuals managing finances 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 individuals managing finances, 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: Intuitive 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 individuals managing finances

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

This is what will happen

An AI will brainstorm 5 good search keyword phrases for you to find individuals managing finances 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 individuals managing finances 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 individuals managing finances complain about their pet peeve: They struggle to consolidate and analyze their financial data from various sources.
Good for you because this is something that you can solve with intuitive 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 individuals managing finances to reach their goal: To track and optimize their financial activities.

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

Get your first customers now!

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