CFO THOUGHT LEADER

1091: Making Finance the Force Multiplier | Chris Greiner, CFO, Zeta Global

25 snips
Apr 23, 2025
In this discussion, Chris Greiner, CFO of Zeta Global and former IBM and Novalon executive, explores how AI can reshape finance into a strategic partner. He shares insights on identifying customer behaviors to drive automation, showcasing Zeta's transition towards data-driven workflows. Greiner emphasizes the transformative power of generative AI within finance, encouraging teams to adapt and innovate amidst economic challenges. With a focus on collaboration and customer insights, he highlights the importance of leveraging data for sustainable growth.
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INSIGHT

Following Work to Automate

  • Zeta's AI automation started by observing marketers' keystrokes to build efficient agent-based workflows.
  • This approach extends into finance, automating heavily used tasks to drive operational efficiency.
ADVICE

Hire Data Scientists in Finance

  • Finance teams should integrate data scientists alongside financial analysts to advance capabilities.
  • Bringing engineering skills into finance enhances data-driven decision-making and company robustness.
ADVICE

Finance Builds Trust and Partnership

  • Finance should build trust and act as a strategic partner, not a gatekeeper or 'traffic cop.'
  • Embed financial teams in business units to co-create decisions and simulations, enabling collaboration rather than control.
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