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Strategic Communications Advisory For Visionary Founders
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.
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.
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.
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.
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.
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.
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.
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:
CEO and Co-Founder of Zeni
Swapnil Shinde, CEO and Co-Founder of Zeni: $47+ Million Raised to Build the Finance Operations Category
CEO of OnCorps
Bob Suh, CEO of OnCorps: $18M Raised to Help Large Financial Institutions Solve Operational Problems with AI
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
CEO of Wealth
Rafael Loureiro, CEO of Wealth: $16 Million Raised to Build the Future of Estate Planning
CEO of Hopscotch
Reed Switzer, CEO of Hopscotch: $10M to Build the Future of B2B Payments For SMBs
Co-Founder and CEO of April
Ben Borodach, Co-Founder and CEO of April: $40 Million Raised to Embed Intelligent Tax Experiences
CEO of Silicon Data
Carmen Li, CEO of Silicon Data: $5M+ Building the World’s First GPU Compute Risk Management Platform
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
CEO & Co-Founder of Qolo
Patricia Montesi, CEO & Co-Founder of Qolo: $30 Million Raised to Build the Future of Omnichannel Payments Infrastructure
CEO & Founder of Paystand
Jeremy Almond, CEO & Founder of Paystand: $100M Raised to Power the Future of B2B Payments
CEO & Founder of Canopy
Matt Bivons, CEO & Founder of Canopy: $30M Raised to Build a Modern Servicing Platform for Scaling FinTechs
Co-Founder of Volt
Steffen Vollert, Co-founder of Volt: $87 Million Raised to Build the World’s Leading Global Real-Time Payment Network
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
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
CEO & Co-Founder of Basis Theory
Colin Luce, CEO & Co-Founder of Basis Theory: $20 Million Raised to Build the Future of Payments Tokenization
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
CEO & Founder of Finally
Felix Rodriguez, CEO & Founder of Finally: $110 Million Raised to Power the Future of Finance Automation
CEO and Co-Founder of Crowded
Daniel Grunstein, CEO and Co-Founder of Crowded: $6.4 Million Raised to Transform Nonprofit Financial Management
Co-Founder & CEO of Co-Founder & CEO
Rodney Reisdorf, CEO of Verivend: $3 Million Raised Transform Private Capital Transactions
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
CEO & Co-Founder of TransferGo
Daumantas Dvilinskas, CEO & Co-Founder of TransferGo: $125 Million Raised to Build the Future of Cross-Border Payments
CEO & Founder of Uplinq
Ron Benegbi, CEO & Founder at Uplinq: Over $5 Million Raised to Transform SMB Lender’s Existing Credit Evaluation Process
CEO of Anyday.io
Jonas Overgaard, CEO of Anyday.io: $4M Raised to Transform the Buy Now Pay Later Market
CEO of NeoTax
Ibrahim, CEO of NeoTax: $13 Million Raised to Build the Future of Tax Automation
Founder and CEO of Pomelo
Eric Velasquez Frenkiel, CEO of Pomelo: $70 Million Raised to Build the Future of Remittance
CEO & Co-Founder of Routable
Omri Mor, CEO & Co-Founder of Routable: $100 Million Raised to Transform AP Automation for Fast-Growing Companies
CEO and Founder of Orum
Stephany Kirkpatrick, CEO and Founder of Orum: Over $85 Million Raised to Build an API integration for Instant Payouts
CEO & Co-Founder of Pagos
Klas Bäck, CEO & Co-Founder of Pagos: $44 Million Raised to Power the Future of Payments Operations
Head of Marketing of Sydecar
Why LinkedIn Thought Leader Ads Beat Traditional B2B Creative
CEO & Co-Founder of Pier
Jessica Zhang, CEO & Co-Founder of Pier: $2.5M Raised to Build the Future of Credit Infrastructure
CEO & Co-Founder of Fipto
Patrick Mollard, CEO & Co-Founder of Fipto: $16 Million Raised to Build the Future of Blockchain Payments
Co-Founder & CEO of Blockpit
Florian Wimmer, Co-Founder & CEO of Blockpit: $15 Million Raised to Power the Future of Crypto Tax Management
CEO of LODAS Markets
Brian King, CEO of LODAS Markets: $8.5 Million Raised to Power the Future of Alternative Investments
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
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, CEO & Founder of Cygnetise: $8 Million Raised to Build the Future of Signatory Management
CEO and Founder of Deserve
Kalpesh Kapadia, CEO and Founder of Deserve: $50 Million Raised to Build the Future of Credit Cards
VP of Growth of Wisetack
Iris Pfeifer, VP of Growth at Wisetack: Mastering B2B Marketing Through Sales Alignment and Product Strategy
CEO of PolySign
Jack McDonald, CEO of PolySign: $50 Million Raised to Power the Future of Digital Assets
CEO and Founder of Gr4vy
John Lunn, CEO and Founder of Gr4vy: $27 Million Raised to Build the Future of Payments Infrastructure
Director of Product and Product Marketing of Orum
Donuts & Product Launches: Orum’s Unconventional Event Strategy
Co-Founder and CEO of Stratyfy
Laura Kornhauser, Co-Founder and CEO at Stratyfy: $10 Million Raised to Power the Future of Financial Inclusion
Head of Growth of Puzzle
Helen Chong, Head of Growth at Puzzle: Collaborating with Founders – Insights for Effective Marketing Alignment
Dan Beck, CEO & Co-Founder of 401GO: $14 Million Raised to Build the Future of Retirement Benefits for Small Businesses
CEO & Co-Founder of Sydecar
Nik Talreja, CEO & Co-Founder of Sydecar: Over $16 Million Raised to Make Venture Deal Execution a Frictionless Process
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
Co-Founder and CEO of Abacum
Julio Martínez, Co-Founder and CEO at Abacum: $40 Million Raised to Build the Future of FP&A
Co-Founder of OpenPath
Scott Dorey, Co-Founder of OpenPath: $25 Million Raised to Build the Future of Payments
CEO & Co-Founder of Atlas Invest
Tal Shahar, CEO & Co-Founder of Atlas Invest: $13 Million Raised to Transform Real Estate Financing
Marketing Manager of Embat
Magali Chapuis, Marketing Manager of Embat: Strategic Insights for Scaling Fintech Marketing Across Borders
CEO of Arc
Don Muir, CEO of Arc: Over $180 Million Raised to Empower Startups with a Better Cash Management Experience
CEO of Foundersuite
Nathan Beckord, CEO of Foundersuite: $13 Million Raised to Build the Go-To Platform for Startup Fundraising
CEO of Pngme
Brendan Playford, CEO of Pngme: $18 Million Raised to Support Financial Inclusivity and Unlock Economic Potential Across the Developing World
Founder & CEO of Tilled
Caleb Avery, Founder & CEO of Tilled: $40 Million Raised to Build (and Dominate) the PayFac as a Service Category
CEO of Rapyd
Arik Shtilman, Rapyd: $15 Billion Valuation (Unicorn Builders)
Marketing & Communication Leader of Flourish Fi
Yasmin, Marketing & Communication Leader at Flourish Fi: Driving Financial Engagement with Innovative Tech
Co-founder and CSO of Sila
Shamir Karkal, CEO of Sila: $20+ Million Raised to Build the Money API For Fintech