Future Finance

How Finance Teams Can Solve the Monday Morning Problem with Real-Time AI - Ian Wong


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In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst are joined by Ian Wong, co-founder and CEO of Summation, a cutting-edge AI platform designed to help enterprise leaders navigate complex data and make smarter business decisions. Ian shares his journey from CTO at Opendoor to founding Summation, inspired by his frustration with the inefficiencies of traditional reporting and analysis systems.

Ian Wong is the co-founder and CEO of Summation, an AI-powered decision platform built to help enterprise leaders better understand how their businesses are performing. Before Summation, Ian co-founded Opendoor and served as CTO through its journey to going public. He was also Square’s first data scientist, where he built early fraud and risk systems. Ian holds degrees in electrical engineering and statistics from Stanford University and brings a rare blend of deep technical expertise and business leadership experience.


Expect to Learn:

  1. The Monday Morning Problem and its impact on business operations
  2. How AI can eliminate tedious data analysis processes
  3. The difference between traditional BI tools and the AI-powered platform Summation
  4. The importance of real-time, decision-grade data for enterprise leaders


Join hosts Glenn and Paul as they unravel the complexities of AI in finance:


Follow Ian:

LinkedIn: https://www.linkedin.com/in/ian-wong/

Company: https://www.linkedin.com/company/summation-hq/


Follow Paul:

LinkedIn - https://www.linkedin.com/in/thefpandaguy


Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg


Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.


Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.


In Today’s Episode:

[01:01] - The Monday Morning Problem and Decision-Making

[03:46] - The time and effort spent on manual data analysis

[08:48] - Ian’s Motivation Behind Summation

[10:40] - What Makes Summation Different

[12:48] - The Importance of Accurate Data in Finance

[13:53] - Wrapping Up and Farewell

...more
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Future FinanceBy Glenn Hopper & Paul Barnhurst

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