How to get customers forPortfolio Management and Analytics Software

Where to find financial advisors in order to convert them to customers

The idea that helps Financial Advisors

Financial Advisors want to efficiently manage client assets and portfolios. However, they can't get it because they struggle with manual portfolio management processes and lack real-time insights.

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

Portfolio Management and Analytics Software : WealthTrack is a cutting-edge software solution that offers financial advisors advanced portfolio management tools, real-time analytics, and personalized insights to optimize client portfolios and maximize returns. Of course it is much better than the stuff from Morningstar, or Addepar!

How to find Financial Advisors

You can get insights about the pain points of financial advisors 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 financial advisors 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 financial advisors, 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: Portfolio Management and Analytics Software.

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 financial advisors

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

This is what will happen

An AI will brainstorm 5 good search keyword phrases for you to find financial advisors 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 financial advisors 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 financial advisors complain about their pet peeve: They struggle with manual portfolio management processes and lack real-time insights.
Good for you because this is something that you can solve with portfolio Management and Analytics Software, 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 financial advisors to reach their goal: To efficiently manage client assets and portfolios.

They will get to know, like and trust you. Eventually, they will buy your solution: Portfolio Management and Analytics Software.

Get your first customers now!

Financial Technology (FinTech)Wealth ManagementPortfolio Management and Analytics Software