
Pipeline Visionaries
Business & Economics Podcasts
CMOs and demand gen leaders dive head-first into their strategies and tactics for building a pipeline machine.
Location:
United States
Description:
CMOs and demand gen leaders dive head-first into their strategies and tactics for building a pipeline machine.
Language:
English
Episodes
Why This $6B B2B Company Built a Chess League
2/17/2026
Ian sits down with Peeyush Dubey, Chief Marketing Officer of Tech Mahindra, to unpack how he built the company’s first global marketing organization. Peeyush explains his four-pillar marketing strategy (brand, demand, expand, and grand). The conversation goes deep on Tech Mahindra’s Global Chess League, a bold brand experiment that has evolved into a flagship marketing, customer experience, and talent branding platform.
Key Takeaways:
Episode Timestamps:
*(03:34) Trust Tree: Reducing friction for sales
*(22:09) The Playbook: Building a global ches league
*(43:13) Quick Hits
Sponsor:
Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.
Links:
Connect with Ian on LinkedInConnect with Peeyush on LinkedInLearn more about Tech MahindraCaspian Studios
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Duration:00:46:06
This CMO Runs an Event Every Week (And It Works)
2/10/2026
In this episode, Ian sits down with Marco Mueller, CMO of AVEVA, to explore how marketing operates as a strategic growth engine inside one of the world’s leading industrial software companies.
Marco shares how AVEVA balances speed and stability in a risk-averse category, why in-person events remain one of their most powerful channels, and how the team redesigned its campaign model to move faster without sacrificing quality. The conversation dives into AVEVA’s global event strategy, including AVEVA World and 37 localized AVEVA Days.
Key Takeaways:
Episode Timestamps:
* (02:08) The Trust Tree: Why industrial software marketing is built on trust
* (07:24) The Playbook: Events, positioning, and adaptive digital strategy
* (45:24) Quick Hits
Sponsor:
Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.
Links:
Connect with Ian on LinkedInConnect with Marco on LinkedInLearn more about AVEVACaspian Studios
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Duration:00:48:51
Why Strategy Fails Without Culture (Especially in B2B)
2/3/2026
In this episode, Ian sits down with JP Laqueur, SVP of Marketing & Culture at DataBank, to explore how brand, culture, and CEO-led thought leadership work together to create lasting differentiation in B2B.
JP explains why DataBank prioritizes culture-first marketing, how involving the CEO in media and content unlocks disproportionate impact, and why disciplined PR often outperforms flashier tactics. The conversation also covers how marketing teams should think about video, written content, AI-driven discovery, and why human connection may become even more valuable in an AI-saturated world.
Key Takeaways:
Episode Timestamps:
*(14:01) The Trust Tree: Culture is the strategy
*(31:06) The Playbook: SEM is still working
*(46:45) Quick Hits:
Sponsor:
Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.
Links:
Connect with Ian on LinkedInConnect with JP on LinkedInLearn more about DataBankCaspian Studios
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Duration:00:49:59
What a B2B Video Game Teaches Us About Earning Real Attention
1/27/2026
In this episode, Ian sits down with Henry Wagner, Chief Marketing Officer at Megaport, to explore how marketing teams can earn attention in increasingly crowded and skeptical B2B markets.
Henry shares why Megaport invests in unconventional campaigns, like building an eight-bit video game to celebrate a major company milestone, and how smaller, calculated bets often outperform large, high-risk sponsorships. He breaks down his philosophy of “doing science, not alchemy” in marketing, emphasizing rigorous testing, learning, and iteration over narrative-driven guesswork.
Key Takeaways:
Episode Timestamps:
*(14:16) The Trust Tree:
*(17:56) The Playbook:
*(46:32) Quick Hits:
Sponsor:
Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.
Links:
Connect with Ian on LinkedInConnect with Henry on LinkedInLearn more about MegaportCaspian Studios
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Duration:00:48:08
Community, Not Campaigns: How Enterprise Marketing Really Wins
1/20/2026
In this episode, Ian sits down with Greer Lynch, VP of Marketing at Reprise, the AI-powered demo automation platform helping enterprise teams deliver high-stakes software demos with confidence.
Greer shares how she approaches storytelling as the foundation of effective marketing, why community-building has become a core growth lever for Reprise, and how her team balances long-term brand investments with short-term demand generation. She also breaks down how Reprise thinks about rebranding for enterprise credibility, adapting SEO strategies for an AI-first world, and using AI internally to move faster without losing authenticity.
Key Takeaways
Episode Timestamps:
*(03:01) The Trust Tree: Focus on what you can uniquely deliver to your audience
*(07:09) The Playbook: Storytelling and understanding your audience
*(32:53) Quick Hits
Sponsor:
Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.
Links:
Connect with Ian on LinkedInConnect with Greer on LinkedInLearn more about RepriseCaspian Studios
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Duration:00:35:38
Startup Marketing That’s Built to Scale
1/13/2026
In this episode, Ian sits down with Phyllis Fang, Head of Marketing at Transcend, where she leads go-to-market strategy for a data infrastructure platform powering compliant AI-driven experiences.
Phyllis shares how she thinks about go-to-market strategy, building repeatable marketing systems, investing in thought leadership and IRL events, and creating the right culture for AI adoption inside marketing teams.
Key Takeaways
Quote
“Slow down to speed up. Be best friends with sales. You’re there to help the business win.”
Episode Timestamps
00:27 Phyllis’s Path into Marketing
02:03 What Transcend Does and Who It Serves
03:53 Go-to-Market Strategy Overview
05:58 Marketing Team Structure
07:15 Lessons from Uber
12:26 Uncuttable Marketing Investments
14:57 Activating Executive Thought Leadership
16:22 Running Effective IRL Events
21:07 What’s Most Cuttable in the Budget
26:04 Favorite Campaigns
28:08 Building a Culture for AI Adoption
36:27 Navigating Cross-Functional Tension
41:21 Quick Hits
Sponsor
Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.
Links
Connect with Ian on LinkedIn
Connect with Phyllis on LinkedIn
Learn more about Transcend
Learn more about Caspian Studios
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Duration:00:46:22
The New Marketing Role You Should Be Hiring For
1/6/2026
Emily Kramer, founder of MKT1 and a longtime voice in modern B2B marketing, joins Ian Faison to unpack how AI is reshaping marketing teams, roles, and expectations.
They explore Emily’s concept of the “gen marketer”, and why traditional silos and specialist-heavy teams struggle in today’s high-velocity environment.
Key Takeaways
Quote
“Every big initiative needs to have a chance to really win — not just deliver incremental results.”
Episode Timestamps
(03:51) What the “Gen Marketer” role actually means
(10:04) Why speed matters more than perfect alignment
(16:42) Escaping random acts of marketing with big bets
(24:58) How CMOs should think like producers or VCs
(31:37) When founder-led marketing works (and when it doesn’t)
Sponsor
Pipeline Visionaries is brought to you by Qualified.com — the pipeline generation platform for revenue teams.
Turn your website into a pipeline machine with PipelineAI. Engage and convert your most valuable visitors with live chat, chatbots, meeting scheduling, and intent data.
Visit Qualified.com to learn more.
Links
Connect with Ian on LinkedIn
Connect with Emily Kramer on LinkedIn
Dear Marketers Podcast
MKT1 Unboxing
Learn more about MKT1
Learn more about Caspian Studios
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Duration:00:39:38
4 CMOs, 1 Question: What Marketing Spend Is Truly Uncuttable?
12/30/2025
Hear from Jill Wiltfong, CMO, Korn Ferry, Chris Bontempo, CMO, Johnson Controls, Shannon Sullivan Duffy, CMO, Asana, and Melton Littlepage, CMO, 1Password on their uncuttable budget items.
Timestamps:
(01:19) Jill Wiltfong, CMO, Korn Ferry,
(08:03) Chris Bontempo, CMO, Johnson Controls
(23:12) Shannon Sullivan Duffy, CMO, Asana
(28:10) Melton Littlepage, CMO, 1Password
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Duration:00:42:25
The Art of Defending Yourself to The Board
12/16/2025
Ian sits down with Stacey Epstein, CEO of Magnetic, where she helps brands create clear positioning and go-to-market strategies that drive lasting demand. She talks about how to succeed in interacting with the board, outlining do’s and don’ts, and providing advice around defensiveness and preparation.
Key Takeaways:
Quote:
Episode Timestamps:
00:53 The Role of the Board in Marketing
02:20 Navigating Board Interactions
03:06 Performance and Authenticity in Board Meetings
04:29 The Complexity of Marketing Roles
08:51 Aligning Marketing and Sales
16:56 The Importance of SDR Feedback
19:13 AI and Marketing Technology Decisions
21:44 Navigating Board Dynamics as a CMO
21:59 Building Relationships and Credibility
23:11 The Importance of Authenticity in Marketing
24:22 Handling Investor Feedback Tactfully
29:16 Defending Your Marketing Strategy
36:03 Effective Board Communication Strategies
39:10 The Value of Board Letters
Sponsor:
Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.
Links:
Connect with Ian on LinkedInConnect with Stacey on LinkedInLearn more about MagneticCaspian Studioshttps://www.buzzsprout.com/2497617/episodes
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Duration:00:44:09
Are Websites Dying?
12/9/2025
Ian sits down with Shafqat Islam, President, Optimizely. They dive into AI, GEO, and the future role of websites. They also talk about how experimentation and creativity give companies the competitive edge in the current marketing landscape.
Key Takeaways:
Quote:
Episode Timestamps:
01:56 The Role of Product and Marketing
03:09 Origins and Evolution of Opal
10:51 Creativity in Marketing and Software
13:44 The Importance of Experimentation
19:40 Storytelling and Risk-Taking in Marketing
23:21 The Rise of AI and Podcasting
28:03 Generative Engine Optimization (GEO)
29:31 Websites' New Dual Role
32:34 The Studio Head Approach to Marketing
38:12 The Impact of AI on Creativity
40:09 The Future of Search and Marketing
Sponsor:
Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.
Links:
Connect with Ian on LinkedInConnect with Shaf on LinkedInLearn more about OptimizelyCaspian Studios
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Duration:00:45:32
How To Win in AI Search
12/2/2025
This episode features an interview with Alex Halliday, the CEO at AirOps, an end-to-end content engineering platform that gives marketing teams the systems they need to win visibility across AI search and SEO with quality content. Alex gives the marketing masterclass on AI search, laying out the framework for what marketers need to be doing.
Key Takeaways:
Quote:
Episode Timestamps:
*(04:26) The Trust Tree: Education- and Evidence-led go-to-market
*(10:19) The Influence of YouTube on AI Search Results
*(18:10) The Masterclass on AI Search: Step-by-step
*(25:35) What do LLMs actually like?
*(40:04) How should marketers be investing in content?
Sponsor:
Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.
Links:
Connect with Ian on LinkedInConnect with Alex on LinkedInLearn more about AirOpsCaspian Studios
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Duration:00:50:06
Navigating GEO and the New Search Landscape
11/25/2025
This episode features an interview with Kady Srinivasan, Chief Marketing Officer at You.com, the enterprise AI productivity platform redefining knowledge work with trusted, customizable AI agents. She breaks down GEO, storytelling in an infinite-content world, and why content now must serve both humans and LLMs.
Key Takeaways
Quote
“I just want everything to be on time and running properly… And so, particularly in AI and to your point in 2025, that is, you could just get killed if you're like that. So you need to know when to be fine with imperfection and when to, and in some cases you have to double down and really take your time.”
Episode Timestamps
03:23 Demand Generation Changes
04:56 Google Ads and New Marketing Channels
05:51 Generative Engine Optimization (GEO)
07:44 Importance of Original Content
25:12 Exploring the Future of Marketing Roles
28:10 Balancing Speed and Perfection in Marketing
Sponsor
Pipeline Visionaries is brought to you by Qualified.com — the pipeline generation platform for revenue teams.
Turn your website into a pipeline machine with PipelineAI. Engage and convert your most valuable visitors with live chat, chatbots, meeting scheduling, and intent data.
Visit Qualified.com to learn more.
Links
Connect with Ian on LinkedIn: https://www.linkedin.com/in/ianfaison/
Connect with Kady on LinkedIn: https://www.linkedin.com/in/kadysrinivasan/
Learn more about You.com
Learn more about Caspian Studios: https://caspianstudios.com
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Duration:00:45:57
Selling What Buyers Don’t Know to Search For
11/18/2025
This episode features an interview with Dario Ambrosini, CMO at Propel Software, a product value management platform that connects commercial and product teams to help product companies grow revenue and increase business value.
Dario talks about merging three categories into one, selling to very different buying committees and leveraging changes in your competitors to get new business.
Key Takeaways:
Quote:
Episode Timestamps:
*(02:37) The Trust Tree: Merging categories to create something new
*(12:18) The Playbook: Selling to many different buying committees
*(45:08) Quick Hits: Dario’s Quick Hits
Sponsor:
Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.
Links:
Connect with Ian on LinkedIn Connect with Dario on LinkedIn Learn more about Propel Software Learn more about Caspian Studios
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Duration:00:50:42
Building Pipeline Through AI and Zero-Click Content
11/11/2025
This episode features Tami Cannizzaro, Chief Marketing Officer at Thryv, a software company helping small business owners run and grow their businesses with AI-powered tools. Tami shares how her team focuses on revenue first and builds marketing strategies around what drives impact for SMBs.She discusses the shift from traditional SEO to AEO and why speed and originality now define effective marketing.
Key Takeaways
Quote
“Anytime there’s something new in marketing, if you can be a first mover and jump on it before everyone else figures it out, there’s a real opportunity to drive revenue from that.”
Episode Timestamps
(02:28) The Trust Tree: Supporting SMBs
(17:12) The Playbook: ABM, AEO, and social ads
(37:34) Quick Hits: Tami’s Quick Hits
Sponsor
Pipeline Visionaries is brought to you by Qualified.com — the pipeline generation platform for revenue teams.
Turn your website into a pipeline machine with PipelineAI. Engage and convert your most valuable visitors with live chat, chatbots, meeting scheduling, and intent data.
Visit Qualified.com to learn more.
Links
Connect with Ian on LinkedInConnect with Tami on LinkedInLearn more about ThryvLearn more about Caspian Studios
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Duration:00:39:31
The End of Manual Marketing and What Comes Next
11/4/2025
In this episode of Pipeline Visionaries, Ian Faison sits down with Gil Allouche, CEO of Metadata, to explore how AI is reshaping the way B2B marketers work.
Gil explains why marketers should stop fearing AI and start using it to eliminate repetitive work, freeing teams to focus on creativity and strategy. Gil also dives into how AI-driven optimization can save companies time and money, enabling bold experiments that cut through the noise.
Key Takeaways:
Quote:
Episode Timestamps
03:10 AI's Role in Modern Marketing
07:30 The Future of Marketing Teams
30:20 Experimentation in Marketing
33:01 Encouraging Innovation
44:31 Embracing AI in Everyday Tasks
Sponsor:
Pipeline Visionaries is brought to you by Qualified.com — the pipeline generation platform for revenue teams.
Turn your website into a pipeline machine with PipelineAI. Engage and convert your most valuable visitors with live chat, chatbots, meeting scheduling, and intent data.
Visit Qualified.com to learn more.
Links:
Connect with Ian on LinkedIn
Connect with Gil on LinkedIn
Learn more about Metadata
Learn more about Caspian Studios
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Duration:00:46:51
Thinking of Founder-Led Marketing? Do This First
10/28/2025
In this special episode, we bring you an episode of Caspian Studios’ new B2B Snapshot webinar series. Ian Faison and Lindsay Tjepkema break down why founder-led marketing still matters, why it never truly ends and how to make it work at any stage of growth. Drawing from LinkedIn’s latest report, they share how to turn executive voices into authentic content that builds trust, cuts through AI noise, and drives real pipeline.
Key Takeaways:
Episode Timestamps:
(00:32) Introducing the Snapshot Series: Bite-size B2B Marketing Conversations
(02:00) Founder-Led Marketing vs. Founder-Led Sales
(06:20) Why Authenticity Wins on LinkedIn
(09:12) The 21 Questions Every Marketer Should Ask Their Founder
(16:00) The Grandma Test: Simplify Your Story
(17:40) Making Founder Marketing Fun Again
Sponsor:
Pipeline Visionaries is brought to you by Qualified.com.
Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper—your AI SDR.
Links:
Connect with Ian on LinkedIn
Connect with Lindsay on LinkedIn
Learn more about Caspian Studios
Tune in to B2B Snapshot Live
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Duration:00:18:06
The Future Belongs to the Marketers Who Move Fast
10/21/2025
This episode of Pipeline Visionaries features an interview with Lauren Vaccarello, CMO of WEKA, a company building the foundation for enterprise and agentic AI. Lauren discusses her marketing philosophy: align every initiative with business goals, empower teams to experiment freely, and build category leadership through creativity and thought leadership. From the company’s breakthrough collaboration with U2 at the Sphere to its irreverent “Introducing Neural Mesh” launch video, Lauren shows why modern marketing demands bold storytelling and a studio-like mindset.
Key Takeaways:
Quote:
Episode Timestamps:
*(02:29) The Trust Tree: Serving as a tech partner at the Sphere
*(32:56) The Playbook: Kill Creation by Committee
Sponsor:
Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.
Links:
Connect with Ian on LinkedInLinkedInWEKACaspian Studioshttps://www.youtube.com/watch?v=23cVbsAIwSY
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Duration:00:44:01
Why Share of Attention Beats Share of Voice
10/14/2025
This episode of Pipeline Visionaries features an interview with Rodrigo Maroni, Head of U.S. at Winnin, the cultural intelligence platform that reveals actionable insights to grow your brand’s cultural relevance exponentially. Rodrigo shares why culture is the invisible hand guiding B2B consumer decisions, why chasing trends won’t make brands relevant, and how predictive cultural data uncovers unexpected audience opportunities.
Quotes
Key Takeaways
Episode Timestamps
(05:49) The Trust Tree: Collecting behavioral data
(21:38) The Playbook: Developing cultural intelligence reports
(30:19) Dust up: Navigating gaps in metrics
(31:05) Quick hits: Rodrigo’s Quick Hits
Sponsor
Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR.
Links
LinkedInLinkedInWinnin Caspian Studios
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Duration:00:35:24
Cutting Through Complexity with Clear Value
10/7/2025
This episode features an interview with John Gaines, VP Marketing, Zyter|TruCare, a healthcare technology company supporting 45 health plans and more than 44 million covered lives
John emphasizes the importance of establishing thought leadership to build credibility before focusing on amplification and talks about effective tactics such as leveraging PR agencies and using effective lead generation platforms.
Key Takeaways:
Quote:
Episode Timestamps:
*(04:51) The Trust Tree: Position your brand as a credible voice first, then layer in activation
*(11:10) The Playbook: The value of a PR agency
*(30:36) The Dust Up: Operating in a startup up within a large company
*(33:19) Quick Hits: John’s quick hits
Sponsor:
Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.
Links:
Connect with Ian on LinkedInConnect with John on LinkedInLearn more about Zyter|TruCareCaspian Studios
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Duration:00:37:08
Cutting Through the Noise with Personalization
9/23/2025
This episode of Pipeline Visionaries features an interview with Tamir Sigal, the CMO of Trintech, a company that helps finance and accounting teams simplify and automate the entire financial close process, from reconciliations to reporting. Tamir explans his marketing philosophy of focusing on the customer journey, driving alignment across the organization, and evolving tactics around personalization, in-person experiences, and AI. He also reflects on rebranding challenges, innovative campaigns, and why he encourages his team to experiment—even if it means making mistakes along the way.
Quote:
Key Takeaways:
Episode Timestamps:
(04:00) The Trust Tree: Why time is the most valuable currency
(10:44) The Playbook: Top uncuttable tactics—personalization, events, and AI
(29:06) Dust Up: Rebranding a 100-year-old company against the odds
(31:15) Quick Hits: Tamir’s quick hits
Sponsor:
Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit https://www.qualified.com to learn more.
Links:
Connect with Ian on LinkedIn: https://www.linkedin.com/in/ianfaison
Connect with Tamir on LinkedIn:https://www.linkedin.com/in/tamirsigal/
Learn more about Trintech: https://www.trintech.com
Learn more about Caspian Studios: https://www.caspianstudios.com
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Duration:00:33:55