How to get customers forIntegrated Wealth Management CRM Platform for Professionals

Where to find wealth management professionals in order to convert them to customers

The idea that helps Wealth Management Professionals

Wealth Management Professionals want to enhance client wealth management experience. However, they can't get it because they struggle with manual data entry and inefficient client communication methods..

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

Integrated Wealth Management CRM Platform for Professionals : WealthConnect is a state-of-the-art CRM platform specifically designed for wealth management professionals, offering seamless integration of client data, automated reporting tools, and AI-powered client communication features to enhance the client wealth management experience and improve operational efficiency. Of course it is much better than the stuff from Salesforce Financial Services Cloud, Redtail CRM, or Tamarac CRM!

How to find Wealth Management Professionals

You can get insights about the pain points of wealth management professionals 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 wealth management professionals 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 wealth management professionals, 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: Integrated Wealth Management CRM Platform for Professionals.

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 wealth management professionals

To get started, edit the values in the following 3 input fields and click “Search wealth management professionals”.

This is what will happen

An AI will brainstorm 5 good search keyword phrases for you to find wealth management professionals 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 wealth management professionals 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 wealth management professionals complain about their pet peeve: They struggle with manual data entry and inefficient client communication methods..
Good for you because this is something that you can solve with integrated Wealth Management CRM Platform for Professionals, 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 wealth management professionals to reach their goal: To enhance client wealth management experience.

They will get to know, like and trust you. Eventually, they will buy your solution: Integrated Wealth Management CRM Platform for Professionals.

Get your first customers now!

Financial Technology (FinTech)WealthtechIntegrated Wealth Management CRM Platform for Professionals