Listen Here

| |

Actionable
Takeaways

Abandon Gated Content for Trust-Building Value Delivery:

Fiona's philosophy centers on giving away trade secrets and valuable insights without requiring form fills or email gates. This approach builds trust and positions the company as generous and knowledgeable, leading to higher-quality inbound inquiries from prospects who genuinely value the content.

Use AI as a Team Force Multiplier, Not Replacement:

With just three people on her marketing team, Fiona leverages custom GPTs built with call transcripts and redacted customer data to maintain output quality while eliminating the need for additional hires. The key is using AI as a "copilot" for enhancement rather than full automation, ensuring human oversight prevents generic AI language patterns.

Transform Podcasting into Strategic ABM Outreach:

Rather than treating podcasts as pure content plays, Fiona uses their company podcast as an ABM tool - identifying ideal customer profiles, inviting both clients and prospects as guests, and using the interview process to build relationships and extract valuable customer language for marketing materials.

Measure What Actually Matters: Pipeline Over Vanity Metrics:

Instead of counting webinar attendees or white paper downloads as MQLs, Fiona focuses exclusively on actual inbound leads and pipeline generation. This approach requires leadership buy-in but eliminates the artificial inflation of marketing metrics that don't correlate with revenue.

Leverage Multiple AI Tools for Specialized Use Cases:

Rather than betting on one AI platform, Fiona's team uses ChatGPT for content creation via custom GPTs, Perplexity for research, and Claude for writing tasks. This multi-tool approach maximizes each platform's strengths while avoiding the "one AI to rule them all" fallacy.

Implement ABM Podcasting for Deeper Prospect Relationships:

By interviewing prospects about their biggest challenges and growth obstacles, Fiona creates multiple touchpoints (prep calls, booking coordination, post-production follow-up) that build trust and rapport while generating authentic customer voice content for marketing materials.

Start with Customer Voices, Not Internal Assumptions:

Fiona's biggest regret was not speaking to enough customers early in her tenure before rebranding and messaging. Her advice for new marketing leaders is to conduct customer interviews first to understand what's working, what isn't, and why clients chose the company before making any strategic marketing decisions.

Conversation
Highlights

 

In this episode of The Marketing Front Lines, we speak with Fiona Sherwood, CMO at Dasseti. Dasseti is transforming the investment management industry by replacing archaic due diligence processes with a streamlined digital platform. Instead of the traditional back-and-forth of Word documents, PDFs, and Excel spreadsheets via email, Dasseti provides institutional investors and investment managers with a secure, two-way information exchange platform for conducting due diligence on funds and managers. Through innovative marketing approaches including ungated content, AI-powered team efficiency, and strategic podcasting as an ABM tool, Fiona has built a lean but highly effective marketing operation that prioritizes genuine value delivery over traditional lead generation metrics.

 

Topics Discussed:

  • Building a content-first marketing philosophy with ungated resources
  • Leveraging AI tools to maximize small team productivity and output
  • Using podcasting as a strategic ABM tool for prospect engagement
  • Measuring marketing success through pipeline generation vs. traditional MQLs
  • Implementing human-to-human marketing in B2B enterprise software
  • Creating custom GPTs for team content creation and customer data analysis

 

Recommended Founder
Interviews

Swapnil Shinde

CEO and Co-Founder of Zeni

Swapnil Shinde, CEO and Co-Founder of Zeni: $47+ Million Raised to Build the Finance Operations Category

Bob Suh

CEO of OnCorps

Bob Suh, CEO of OnCorps: $18M Raised to Help Large Financial Institutions Solve Operational Problems with AI

Thibaut Sahagian

CEO of Multis

Thibaut Sahagian, CEO of Multis: $9 Million Raised to Build a New Category of Software Designed to Meet the Needs of Web3 Organizations

Rafael Loureiro

CEO of Wealth

Rafael Loureiro, CEO of Wealth: $16 Million Raised to Build the Future of Estate Planning

Reed Switzer

CEO of Hopscotch

Reed Switzer, CEO of Hopscotch: $10M to Build the Future of B2B Payments For SMBs

Ben Borodach

Co-Founder and CEO of April

Ben Borodach, Co-Founder and CEO of April: $40 Million Raised to Embed Intelligent Tax Experiences

Carmen Li

CEO of Silicon Data

Carmen Li, CEO of Silicon Data: $5M+ Building the World’s First GPU Compute Risk Management Platform

Olga Chin

CEO and Founder of InterPrice Technologies

Olga Chin, CEO and Founder of InterPrice Technologies: Over $10 Million Raised to Build the Future of Capital Markets Treasury Management

Patricia Montesi

CEO & Co-Founder of Qolo

Patricia Montesi, CEO & Co-Founder of Qolo: $30 Million Raised to Build the Future of Omnichannel Payments Infrastructure

Jeremy Almond

CEO & Founder of Paystand

Jeremy Almond, CEO & Founder of Paystand: $100M Raised to Power the Future of B2B Payments

Matt Bivons

CEO & Founder of Canopy

Matt Bivons, CEO & Founder of Canopy: $30M Raised to Build a Modern Servicing Platform for Scaling FinTechs

Steffen Vollert

Co-Founder of Volt

Steffen Vollert, Co-founder of Volt: $87 Million Raised to Build the World’s Leading Global Real-Time Payment Network

Fady Hawatmeh

Founder and CEO of Clockwork

Fady Hawatmeh, Founder and CEO of Clockwork: Nearly $3 Million Raised to Make Financial Modeling and Cash Flow Forecasting Easy

Steven Greene

CEO of Standard Practice

Steven Greene, CEO & Co-Founder of Standard Practice (Previously Nibble Health): $8 Million Raised to Bring the Fintech Revolution to the World Healthcare Payments

Colin Luce

CEO & Co-Founder of Basis Theory

Colin Luce, CEO & Co-Founder of Basis Theory: $20 Million Raised to Build the Future of Payments Tokenization

Ankit Ratan

Co-Founder and CEO of Signzy

Ankit Ratan, Co-Founder and CEO of Signzy: Over $38 Million Raised to Build the Future of Digital Onboarding Infrastructure

Felix Rodriguez

CEO & Founder of Finally

Felix Rodriguez, CEO & Founder of Finally: $110 Million Raised to Power the Future of Finance Automation

Daniel Grunstein

CEO and Co-Founder of Crowded

Daniel Grunstein, CEO and Co-Founder of Crowded: $6.4 Million Raised to Transform Nonprofit Financial Management

Rodney Reisdorf

Co-Founder & CEO of Co-Founder & CEO

Rodney Reisdorf, CEO of Verivend: $3 Million Raised Transform Private Capital Transactions

Kevin Hart

Founder and CEO of Green Check Verified

Kevin Hart, Founder and CEO of Green Check Verified: $16 Million Raised to Power the Future of the Cannabis Business

Daumantas Dvilinskas

CEO & Co-Founder of TransferGo

Daumantas Dvilinskas, CEO & Co-Founder of TransferGo: $125 Million Raised to Build the Future of Cross-Border Payments

Ron Benegbi

CEO & Founder of Uplinq

Ron Benegbi, CEO & Founder at Uplinq: Over $5 Million Raised to Transform SMB Lender’s Existing Credit Evaluation Process

Jonas Overgaard

CEO of Anyday.io

Jonas Overgaard, CEO of Anyday.io: $4M Raised to Transform the Buy Now Pay Later Market

Ahmad Ibrahim

CEO of NeoTax

Ibrahim, CEO of NeoTax: $13 Million Raised to Build the Future of Tax Automation

Eric Velasquez Frenkiel

Founder and CEO of Pomelo

Eric Velasquez Frenkiel, CEO of Pomelo: $70 Million Raised to Build the Future of Remittance

Omri Mor

CEO & Co-Founder of Routable

Omri Mor, CEO & Co-Founder of Routable: $100 Million Raised to Transform AP Automation for Fast-Growing Companies

Stephany Kirkpatrick

CEO and Founder of Orum

Stephany Kirkpatrick, CEO and Founder of Orum: Over $85 Million Raised to Build an API integration for Instant Payouts

Klas Bäck

CEO & Co-Founder of Pagos

Klas Bäck, CEO & Co-Founder of Pagos: $44 Million Raised to Power the Future of Payments Operations

Halle Kaplan-Allen

Head of Marketing of Sydecar

Why LinkedIn Thought Leader Ads Beat Traditional B2B Creative

Jessica Zhang

CEO & Co-Founder of Pier

Jessica Zhang, CEO & Co-Founder of Pier: $2.5M Raised to Build the Future of Credit Infrastructure

Patrick Mollard

CEO & Co-Founder of Fipto

Patrick Mollard, CEO & Co-Founder of Fipto: $16 Million Raised to Build the Future of Blockchain Payments

Florian Wimmer

Co-Founder & CEO of Blockpit

Florian Wimmer, Co-Founder & CEO of Blockpit: $15 Million Raised to Power the Future of Crypto Tax Management

Brian King

CEO of LODAS Markets

Brian King, CEO of LODAS Markets: $8.5 Million Raised to Power the Future of Alternative Investments

Ben Goldin

CEO and Founder of Plumery

Ben Goldin, CEO and Founder of Plumery: $4.5 Million Raised to Power the Future of Digital Engagement for Banks

Wade Arnold

CEO and Founder of Moov

Wade Arnold, CEO and Founder of Moov: $77.5 Million Raised to Build the Future of Embedded Payments

Steve Pomfret

Steve Pomfret, CEO & Founder of Cygnetise: $8 Million Raised to Build the Future of Signatory Management

Kalpesh Kapadia

CEO and Founder of Deserve

Kalpesh Kapadia, CEO and Founder of Deserve: $50 Million Raised to Build the Future of Credit Cards

Iris Pfeifer

VP of Growth of Wisetack

Iris Pfeifer, VP of Growth at Wisetack: Mastering B2B Marketing Through Sales Alignment and Product Strategy

Jack McDonald

CEO of PolySign

Jack McDonald, CEO of PolySign: $50 Million Raised to Power the Future of Digital Assets

John Lunn

CEO and Founder of Gr4vy

John Lunn, CEO and Founder of Gr4vy: $27 Million Raised to Build the Future of Payments Infrastructure

Bryan McCarty

Director of Product and Product Marketing of Orum

Donuts & Product Launches: Orum’s Unconventional Event Strategy

Laura Kornhauser

Co-Founder and CEO of Stratyfy

Laura Kornhauser, Co-Founder and CEO at Stratyfy: $10 Million Raised to Power the Future of Financial Inclusion

Helen Chong

Head of Growth of Puzzle

Helen Chong, Head of Growth at Puzzle: Collaborating with Founders – Insights for Effective Marketing Alignment

Dan Beck

Dan Beck, CEO & Co-Founder of 401GO: $14 Million Raised to Build the Future of Retirement Benefits for Small Businesses

Nik Talreja

CEO & Co-Founder of Sydecar

Nik Talreja, CEO & Co-Founder of Sydecar: Over $16 Million Raised to Make Venture Deal Execution a Frictionless Process

Sohaib Zahid

CEO and Co-Founder of Railz

Sohaib Zahid, CEO and Co-Founder of Railz: $15 Million Raised to Build to Accounting Data as a Service Category

Julio Martínez

Co-Founder and CEO of Abacum

Julio Martínez, Co-Founder and CEO at Abacum: $40 Million Raised to Build the Future of FP&A

Scott Dorey

Co-Founder of OpenPath

Scott Dorey, Co-Founder of OpenPath: $25 Million Raised to Build the Future of Payments

Tal Shahar

CEO & Co-Founder of Atlas Invest

Tal Shahar, CEO & Co-Founder of Atlas Invest: $13 Million Raised to Transform Real Estate Financing

Fay Scott

VP of Marketing of April

Embedded Tax: How April is Creating a New Category

Magali Chapuis

Marketing Manager of Embat

Magali Chapuis, Marketing Manager of Embat: Strategic Insights for Scaling Fintech Marketing Across Borders

Don Muir

CEO of Arc

Don Muir, CEO of Arc: Over $180 Million Raised to Empower Startups with a Better Cash Management Experience

Nathan Beckord

CEO of Foundersuite

Nathan Beckord, CEO of Foundersuite: $13 Million Raised to Build the Go-To Platform for Startup Fundraising

Brendan Playford

CEO of Pngme

Brendan Playford, CEO of Pngme: $18 Million Raised to Support Financial Inclusivity and Unlock Economic Potential Across the Developing World

Caleb Avery

Founder & CEO of Tilled

Caleb Avery, Founder & CEO of Tilled: $40 Million Raised to Build (and Dominate) the PayFac as a Service Category

Arik Shtilman

CEO of Rapyd

Arik Shtilman, Rapyd: $15 Billion Valuation (Unicorn Builders)

Yasmin Graeml

Marketing & Communication Leader of Flourish Fi

Yasmin, Marketing & Communication Leader at Flourish Fi: Driving Financial Engagement with Innovative Tech

Shamir Karkal

Co-founder and CSO of Sila

Shamir Karkal, CEO of Sila: $20+ Million Raised to Build the Money API For Fintech