How to get customers forAffordable Robo-Advisory Platform
Where to find investors in order to convert them to customers
The idea that helps Investors
Investors want to receive personalized investment advice. However, they can't get it because they cannot afford traditional wealth management services.
Therefore, they need to use your solution, e.g. WealthAlly.
Affordable Robo-Advisory Platform : WealthAlly is an innovative robo-advisory platform that offers personalized investment advice at a fraction of the cost of traditional wealth management services. It uses AI algorithms to create tailored investment portfolios based on individual risk profiles. Of course it is much better than the stuff from RoboInvest, or WealthTech Solutions!
How to find Investors
You can get insights about the pain points of investors 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 investors 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 investors, 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: Affordable Robo-Advisory Platform.
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 investors
To get started, edit the values in the following 3 input fields and click “Search investors”.
This is what will happen
- An AI will brainstorm 5 good search keyword phrases for you to find investors 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 investors 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 investors complain about their pet peeve: They cannot afford traditional wealth management services.
- Good for you because this is something that you can solve with affordable Robo-Advisory Platform, 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 investors to reach their goal: To receive personalized investment advice.
They will get to know, like and trust you. Eventually, they will buy your solution: Affordable Robo-Advisory Platform.
FintechRobo-AdvisoryAffordable Robo-Advisory Platform
Share this: