How to get customers forNext-Gen Wealth Management Platform for HNWIs
Where to find high-net-worth individuals in order to convert them to customers
The idea that helps High-net-worth Individuals
High-net-worth Individuals want to access innovative wealth management tools. However, they can't get it because they do not have access to cutting-edge wealth management technology.
Therefore, they need to use your solution, e.g. WealthTech Innovate.
Next-Gen Wealth Management Platform for HNWIs : A revolutionary wealth management platform tailored for high-net-worth individuals, offering advanced financial planning tools, investment analytics, and personalized insights. Of course it is much better than the stuff from Addepar, or Dynasty Financial Partners!
How to find High-net-worth Individuals
You can get insights about the pain points of high-net-worth 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 high-net-worth 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 high-net-worth 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: Next-Gen Wealth Management Platform for HNWIs.
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 high-net-worth individuals
To get started, edit the values in the following 3 input fields and click “Search high-net-worth individuals”.
This is what will happen
- An AI will brainstorm 5 good search keyword phrases for you to find high-net-worth 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 high-net-worth 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 high-net-worth individuals complain about their pet peeve: They do not have access to cutting-edge wealth management technology.
- Good for you because this is something that you can solve with next-Gen Wealth Management Platform for HNWIs, 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 high-net-worth individuals to reach their goal: To access innovative wealth management tools.
They will get to know, like and trust you. Eventually, they will buy your solution: Next-Gen Wealth Management Platform for HNWIs.
Financial Technology (FinTech)WealthtechNext-Gen Wealth Management Platform for HNWIs
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