How to get customers forIntelligent Financial Planning App for Personal Finance Management

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

The idea that helps Individuals managing personal finances

Individuals managing personal finances want to improve budgeting and savings habits. However, they can't get it because they have difficulty tracking expenses and setting financial goals.

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

Intelligent Financial Planning App for Personal Finance Management : FinanceFit is an intelligent app that uses AI to analyze expenses, set personalized financial goals, and provide actionable insights to help individuals improve budgeting and savings habits. Of course it is much better than the stuff from MoneyMinder, or SavingsPro!

How to find Individuals managing personal finances

You can get insights about the pain points of individuals managing personal 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 personal 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 personal 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: Intelligent Financial Planning App for Personal Finance Management.

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 personal finances

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

This is what will happen

  • An AI will brainstorm 5 good search keyword phrases for you to find individuals managing personal 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 personal 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 personal finances complain about their pet peeve: They have difficulty tracking expenses and setting financial goals.
  • Good for you because this is something that you can solve with intelligent Financial Planning App for Personal Finance Management, 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 personal finances to reach their goal: To improve budgeting and savings habits.

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


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