Scrappy Fintech Marketing: Recent Episodes

Amy Hardison White

Learn how to grow your accounting startup with DIY marketing strategies from fellow founders.

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Juan Andrade, founder of _rebank, joins me to discuss how they help companies control burn by syncing their finance apps. The episode focuses on his experimental approach to marketing.

None of the members on Juan’s team had experience marketing products, so they needed to create a process that would allow them to evenly distribute the workload and actively experiment. Listen as he shares the evolution of this process and how it has allowed them to successfully run multiple marketing programs.

  • Juan Andrade
  • LinkedIn
  • _rebank
  • Twitter

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Christine Loredo, President and COO at TiFiPay, joins me to discuss her company's bill management solution. The episode focuses on her experience with consumer surveys and influencer marketing.

Christine and her team already knew their product could meet an important need for their audience, but they needed more insight on pain points and motivators. Listen as she shares how several key marketing strategies shaped the development of TiFiPay.

  • Christine Loredo
  • LinkedIn
  • TiFiPay
  • Twitter

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Michael Ly, founder & CEO of both PunchPay and Reconciled joins me to discuss his two companies and how he approached marketing each.

Michael’s marketing strategies have ranged from marketing his product, PunchPay, through accountants for their customers, to cold email outreach to SMBs (Reconciled). Listen as he shares what made each approach successful.

  • Michael Ly
  • PunchPay LinkedIn
  • PunchPay
  • PunchPay Twitter
  • Reconciled LinkedIn
  • Reconciled
  • Reconciled Twitter

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Lianne Gatti, Country Manager at Konsolidator, joins me to discuss the launch of her company's financial consolidation software on the Xero marketplace. The episode focuses on her experience getting a free trial up and running with Xero.

Upon joining Konsolidator, one of Lianne’s first tasks was getting a go-to-market plan in place. Listen as she shares her start-to-finish process of gathering initial feedback and launching the product’s 2-week free trial.

  • Lianne Gatti
  • LinkedIn
  • Konsolidator
  • Twitter

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Laura Grandi-Hill, Events and Community Manager at Airbase, joins me to discuss Off the Ledger, a Slack community she built to support finance and accounting professionals. The episode focuses on how she created the community and grew this audience.

When she realized that Airbase’s audience didn’t have a place to come together and share ideas and advice, Laura started up a Slack community to fill that gap. Listen as she shares how keeping the community sales-free and helping the members make targeted connections with each other makes it thrive.

  • Laura Grandi-Hill
  • LinkedIn
  • Airbase
  • Off the Ledger Slack Community
  • Twitter

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Caleb Avery, founder and CEO of Tilled, joins me to discuss his PayFac-as-a-Service and how he leveraged LinkedIn to build a following, drive increased sales, and recruit employees, investors, and referral partners. The episode focuses on his process for creating LinkedIn content that has helped him build his business.

Listen as Caleb shares the gaps in the payment processor market, his deep-dive into what the problems were and how he could solve them, and how he used these learnings to spin up a LinkedIn content creation strategy.

  • Caleb Avery
  • LinkedIn
  • Tilled
  • Twitter

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Steven Khuong, co-founder and CEO of Curacubby, joins me to discuss his next-generation FinTech platform and how it helps optimize operations and finance for schools, recreational programs, and family activity providers. The episode focuses on leveraging quarterly business reviews to better understand and market to customers. 

After experiencing firsthand the overwhelming amount of work required to reconcile the business and finance aspects of a private school, Steven created his own solution and grew it into the platform it is today. Listen as he shares the process of getting started and using quarterly business reviews to drive growth. 

  • Steven Khuong
  • LinkedIn
  • Curacubby.com
  • Twitter

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Youmna Hobeiche, co-founder and Chief Growth Officer of Troc Circle, joins me to discuss her pioneering open netting payments platform. The episode focuses on the challenges of marketing a completely new solution and the strategies that have helped Youmna overcome those challenges. 

By leveraging the right accelerators, Youmna and her team have been able to educate potential clients about their unique accounting solution. Listen as she shares about the key contributing factors to Troc Circle’s success.

  • Youmna Hobeiche
  • LinkedIn
  • TrocCircle.com
  • Twitter

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Jack Thiel, co-founder of Early Adopters Hub, joins me to discuss his work partnering with accountants and accounting startups. He focuses on the accounting technology scene in Australia and New Zealand, and how his firm, The Early Adopters Hub, helps startups succeed in the AccounTech space. 

By matching innovative accountants with accounting startups, Jack and his team give startups the feedback they need to ensure their products solve real problems. Listen as he shares what he’s learned from helping make those important connections.

  • Jack Thiel
  • LinkedIn
  • Earlyadoptershub.com
  • Twitter

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Ibrahim Bashir joins me to discuss the user research he performed for dillali, an income and expense management platform for Nigerian small businesses. He shares his approach and how the feedback he received shaped the development of dillali as a product.

From idea to iteration to dillali’s current form, user research has played a pivotal role in helping Ibrahim create a product that solves real problems and resonates with his target audience. Listen as he shares the whole process — what worked, what didn’t, and what might be next.

Ibrahim’s Links:

  • Ibrahim Bashir
  • LinkedIn
  • dillali.com
  • Twitter