How to get customers forAI-Powered Investment Portfolio Optimization Software

Where to find personal finance managers in order to convert them to customers

The idea that helps Personal Finance Managers

Personal Finance Managers want to optimize investment portfolios. However, they can't get it because they struggle with identifying the best investment opportunities..

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

AI-Powered Investment Portfolio Optimization Software : WealthOptimizer is a revolutionary software that leverages artificial intelligence to analyze market trends, risk factors, and individual financial goals to optimize investment portfolios for personal finance managers, helping them make informed investment decisions and maximize returns. Of course it is much better than the stuff from Personal Capital, Wealthfront, or Betterment!

How to find Personal Finance Managers

You can get insights about the pain points of personal finance managers 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 personal finance managers 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 personal finance managers, 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: AI-Powered Investment Portfolio Optimization 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 personal finance managers

To get started, edit the values in the following 3 input fields and click “Search personal finance managers”.

This is what will happen

  • An AI will brainstorm 5 good search keyword phrases for you to find personal finance managers 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 personal finance managers 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 personal finance managers complain about their pet peeve: They struggle with identifying the best investment opportunities..
  • Good for you because this is something that you can solve with aI-Powered Investment Portfolio Optimization 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 personal finance managers to reach their goal: To optimize investment portfolios.

They will get to know, like and trust you. Eventually, they will buy your solution: AI-Powered Investment Portfolio Optimization Software.


Financial Technology (FinTech)Personal Finance ManagementAI-Powered Investment Portfolio Optimization Software

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