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

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Manage episode 478559261 series 1039141
Content provided by The Future of Finance is Listening. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Future of Finance is Listening or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

It was a morning commute Chris Greiner had made hundreds of times before. Living in old Shanghai and working in the city’s sleek business district, Greiner’s daily drive to the Jin Mao Tower often stretched well beyond an hour. But on this particular day, his driver told him they’d arrive in just 30 minutes. Puzzled but intrigued, Greiner went along—only to discover the traffic patterns had shifted. “They repainted the lines,” the driver told him with a grin. The same bridge, same road—just used differently.

Greiner never forgot the lesson. As CFO of Zeta Global, he often draws from that experience when approaching business challenges. “You might be fixed in your infrastructure, but there’s almost always another way through,” he tells us.

That mindset is now shaping Zeta’s evolving AI strategy. Rather than applying AI for efficiency’s sake, Greiner tells us his team follows the real patterns of work—starting with customer behaviors. “We began by observing how marketers use our platform,” he says, “then built automations to eliminate keystrokes and surface next-best actions.”

Now, the finance function is adopting the same approach. Greiner’s team is analyzing daily tasks across accounting, FP&A, and sales operations to identify which can be codified and automated. Zeta is building agent-based workflows that transform data into actionable insights—at the push of a button.

“We’re letting the work show us where to go,” Greiner says. And like that rush-hour bridge in Shanghai, sometimes a better route is just a few new lines away.

  continue reading

1070 episodes

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Manage episode 478559261 series 1039141
Content provided by The Future of Finance is Listening. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Future of Finance is Listening or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

It was a morning commute Chris Greiner had made hundreds of times before. Living in old Shanghai and working in the city’s sleek business district, Greiner’s daily drive to the Jin Mao Tower often stretched well beyond an hour. But on this particular day, his driver told him they’d arrive in just 30 minutes. Puzzled but intrigued, Greiner went along—only to discover the traffic patterns had shifted. “They repainted the lines,” the driver told him with a grin. The same bridge, same road—just used differently.

Greiner never forgot the lesson. As CFO of Zeta Global, he often draws from that experience when approaching business challenges. “You might be fixed in your infrastructure, but there’s almost always another way through,” he tells us.

That mindset is now shaping Zeta’s evolving AI strategy. Rather than applying AI for efficiency’s sake, Greiner tells us his team follows the real patterns of work—starting with customer behaviors. “We began by observing how marketers use our platform,” he says, “then built automations to eliminate keystrokes and surface next-best actions.”

Now, the finance function is adopting the same approach. Greiner’s team is analyzing daily tasks across accounting, FP&A, and sales operations to identify which can be codified and automated. Zeta is building agent-based workflows that transform data into actionable insights—at the push of a button.

“We’re letting the work show us where to go,” Greiner says. And like that rush-hour bridge in Shanghai, sometimes a better route is just a few new lines away.

  continue reading

1070 episodes

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