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All right.

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And welcome back to the B2B Finance Expo.

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We've been talking to different people about

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their experience here.

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So we met off camera,

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but now the people watching

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introduce yourself and who you're with.

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Yeah. I'm Swati Gupta.

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I'm with her and data. I'm our head of marketing.

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So talk to me about what you guys do as a company. Um,

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So we are here and data, we are an

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automation platform for underwriting.

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So we do all the steps right

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before you actually underwrite,

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when documents come into your, um, system over email,

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we read them, it doesn't matter what document, handwritten,

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ISOs, bank statements, et cetera,

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and pull that information out based on what you need

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for your platform and for your underwriting.

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And then take that straight to your CRM so it's ready

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for you to read as an underwriter

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so you can make an approval or decline quite easily.

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So let's talk a little bit about marketing. Yeah.

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About being here at the B2B Expo. Yeah.

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So conversation between us.

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What has been your key takeaway as the head of marketing,

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you know, for, for a company in this space?

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Yeah, I mean, I think a big part of marketing is talking

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to people in a way that they care about.

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I think in the MCA space,

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everyone really wants to make money.

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I mean, we wanna fund more deals.

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So just tell, just talking about how heroin can help you do

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that is like something that's been very helpful

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to like actually articulate.

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Like, it isn't just that we make your process faster,

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but it helps you compete with other competitors

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so you can go to market and do deals faster.

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That's like kind of the end goal

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and kind of like talking like

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that has been like very insightful

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and also like, just great

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to hear about like other people's opinions

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and like thoughts on like

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what they think is important for their company to grow.

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So your key takeaway from being here as the head

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of marketing, what would you say that is right now?

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I mean, you've been here for the last two days. Yeah.

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You've seen a lot of different, you know,

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people in similar positions as you mm-hmm.

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Different companies. So what's your key takeaway?

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Um, I guess like from like a marketing perspective?

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Yeah, from marketing perspective,

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I think it's definitely just continue to talk to people.

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Like the more you talk to people,

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the more your marketing actually hits.

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And it like is you are able to talk in the language,

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the tone and messaging that makes sense

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and resonates with everyone as, as well. Yeah.

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And then your overall view of the, of the space.

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I mean, it's changing, it's evolving, AI's top

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of mind for everyone.

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So what would you say is kind of your takeaway

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for this space in general?

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Um, I feel like a lot is gonna change

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in the next few years.

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And change isn't always bad.

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It can be a little bit scary,

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but I think adopting new platforms

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that like actually ultimately help underwriters

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and everyone just do their jobs

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so much more efficiently is the key.

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'cause like, do, do people really wanna be spending their

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time doing data entry, like going

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through the process manually?

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It's more about like, what can you do with

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that time when you get it back?

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And with like automated solutions

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and ai, you're able

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to actually focus on like doing more strategic work

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partnerships, building relationships with clients,

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and that's like what is like the more meaningful part.

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I feel like when people talk

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about their job, that's what they like.

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It's not, not the data entry.

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Putting stuff deals into their CRM.

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So, um, yeah, I think things are gonna change.

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Hopefully it's for the better

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and makes people's lives easier.

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So the last question is, there's a lot

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of marketing is like a big thing here.

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Yes. Um, so what advice would you have

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to other people in your shoes, in your role?

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Mm-hmm. You're someone that's fairly new to this role. Yeah.

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So walk me through, I guess what piece

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of advice would you have and what have you taken away, um,

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you know, that you're gonna be using, uh, for,

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for the business, for the company?

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Yeah. Um, so I think one big thing is

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be willing to experiment.

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Okay. So I think a lot

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of times there's like very like classic marketing tactics,

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materials, ways you can go about it.

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But that's not just the only way to do marketing.

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And um, just continuing

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to think about like from like a first principle standpoint.

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Like, does this actually work? Why does this work?

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What's the ROI on doing this action versus just doing things

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because you think there are like best practices

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or what you've seen online.

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So I think willing, be willing to try different channels,

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be willing to try different tactics, um,

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and try new ways to like, reach the people

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that you actually want to talk to

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and who would be like good customers

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and a good fit for your product.

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Awesome. Well thank you so much for your time.

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And again, you're meeting, we meet different people in this

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event here at the B2B Finance expo,

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anywhere from brokerage funders to heads of marketing,

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giving their pieces of wisdom to making sure

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that you run a good business.

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So thank you so much for that. Yes.

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And of course we're gonna have much more coming

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up, so tune in.

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Yeah.