How to get customers forMulti-Asset Performance Analytics

Where to find wealth managers in order to convert them to customers

The idea that helps Wealth managers

Wealth managers want to improve client investment outcomes. However, they can't get it because they struggle to track and analyze the performance of multiple asset classes.

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

Multi-Asset Performance Analytics : A software tool that aggregates and analyzes the performance of various asset classes in real-time, providing wealth managers with valuable insights to optimize investment strategies and enhance client outcomes. Of course it is much better than the stuff from WealthAnalytics Inc., or PortfolioPerformance Software!

How to find Wealth managers

You can get insights about the pain points of wealth 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 wealth 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 wealth 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: Multi-Asset Performance Analytics.

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 managers

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

This is what will happen

  • An AI will brainstorm 5 good search keyword phrases for you to find wealth 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 wealth 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 wealth managers complain about their pet peeve: They struggle to track and analyze the performance of multiple asset classes.
  • Good for you because this is something that you can solve with multi-Asset Performance Analytics, 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 managers to reach their goal: To improve client investment outcomes.

They will get to know, like and trust you. Eventually, they will buy your solution: Multi-Asset Performance Analytics.


FintechWealth ManagementMulti-Asset Performance Analytics

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