Marketing to millions is complex. Marketing to hundreds can be even harder.
In a recent episode of the Marketer's Alchemy podcast, we sat down with the Chief Marketing Officer at Broadridge Financial Solutions to explore what it takes to shift from large-scale B2C marketing to highly targeted, high-consideration B2B engagement.
About the guest: Dipti Kachru, CMO at Broadridge Financial Solutions |
Dipti Kachru joined Broadridge as the global CMO in January 2022. As a member of Broadridge’s executive leadership team, she leads all aspects of global marketing, including brand, advertising, digital marketing, content strategy, lead generation and events. Dipti is an experienced marketing leader with a proven record of building industry-leading brands and driving business growth. She joins Broadridge from JPMorgan Chase, where she recently served as CMO for Wealth Management. Dipti also held several senior consumer and wholesale marketing roles at J.P. Morgan and OppenheimerFunds, Inc. Broadridge Financial Solutions is a global technology leader with the trusted expertise and transformative technology to help clients and the financial services industry operate, innovate and grow. Their technology and operations platforms process and generate over 7 billion communications per year and underpin the daily trading of more than $10 trillion of securities globally.”
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What’s inside this episode
Dipti’s career journey from consumer-scale marketing to leading brand and growth efforts in a niche, enterprise-focused environment offers powerful lessons for today’s marketing leaders navigating increasingly complex buying cycles.
When scale shrinks but stakes rise
In B2C, marketers are often reaching millions. In Dipti’s current world, success may hinge on connecting with hundreds (or even dozens) of the right senior operations and technology leaders. The math changes, but the rigor cannot.
B2B marketing at this level requires:
- Precision targeting rather than broad reach
- Contextual relevance instead of generalized messaging
- Deep understanding of buying committees and long sales cycles
- Alignment across marketing, sales and product teams
In other words, it’s not about generating volume, but about generating the right conversations.
For marketers used to mass personalization and performance dashboards optimized for scale, this shift demands a fundamentally different mindset. The audience is smaller, but the impact of each interaction is exponentially greater.
Context is the new currency
One of the strongest themes from the conversation was the importance of context. When marketing for complex financial technology solutions, timing and environment matter as much as messaging.
For example, it’s not just about trying to reach a senior operations executive. It’s about reaching them during pivotal timeframes, such as when:
- A regulatory shift is pressuring their organization
- A legacy system is underperforming
- A digital transformation initiative is underway
- Risk mitigation has become a board-level conversation
In high-consideration B2B categories, marketers must anticipate the moments that matter. That requires strong data infrastructure, behavioral insight and alignment with real business triggers, not just demographic or firmographic filters.
This is where the art and science intersect. Data identifies signals. Marketing translates them into relevance.
From awareness to authority
Dipti also touched on the expanded role of marketing in enterprise organizations. In complex industries like financial services infrastructure, marketing isn’t just demand generation; it’s reputation building. Thought leadership becomes a strategic lever. Brand becomes a trust signal. Content becomes education.
For enterprise buyers making multi-million-dollar, multi-year decisions, familiarity isn’t enough. They need confidence, which can be built through:
- Clear articulation of value
- Demonstrated industry expertise
- Consistent messaging across channels
- Content that informs, not just sells
For marketers, this means thinking beyond campaigns. It means architecting an ecosystem of insight that supports buyers through long evaluation cycles.
What’s interesting about the world of B2B is you're no longer selling to one person — you're selling to buying groups. So, we’ve got to think about the personas in the buying group in terms of: Are they actual decision makers? Are they users? Are they influencers? And what role are they playing in that sales process that we’re helping support, enable or make faster?
— Dipti Kachru
CMO, Broadridge Financial Solutions
Marketing to committees, not individuals
B2B decision-making rarely sits with one person. In high-value enterprise sales, buying committees can include technology leaders, operations executives, compliance stakeholders, procurement teams and C-suite sponsors. Each brings different priorities, risk thresholds and KPIs.
This complexity reinforces the need for sophisticated segmentation and journey orchestration. Messaging must flex depending on the stakeholder. Data must reveal influence patterns and engagement signals across accounts. In short, precision is foundational.
Dipti’s journey underscores a broader shift happening across industries: marketing is becoming more accountable, more integrated and more strategic. Whether targeting millions or hundreds, success now depends on:
- High-quality data and signal identification
- Context-aware engagement
- Alignment across revenue teams
- Measurement that reflects long buying cycles
Rather than just simply running campaigns, the most effective marketing organizations are engineering journeys. And in complex B2B environments, the ability to combine behavioral data, business context and coordinated outreach becomes a competitive advantage.
As organizations continue to refine how they connect with high-value buyers, the line between art and science will continue to blur. Those who master both, pairing instinct with intelligence, will lead the next era of marketing performance.
Listen to Marketer’s Alchemy on your favorite podcast platform like Apple Podcasts, Spotify and Audible, and rewatch all episodes on our YouTube channel.
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