Millennium Live | A Leadership & Discovery Podcast

Episode 347 | Revitalizing the CFO's Playbook: The Rise of AI-Driven Financial Intelligence

39min | 11/06/2025

Description

🎙️ In this episode, Brandon Card, CEO and Co-Founder of Terzo, talks about how enterprise AI is transforming finance and contract management. Drawing on his experience at Microsoft and IBM, Brandon explains how Terzo’s platform helps Fortune 100 companies uncover billions in hidden waste buried in contracts. He also dives into why CFOs are missing huge cost-saving opportunities, the rise of “Service as Software” over traditional SaaS, and what it takes to bring AI into complex enterprise environments. Brandon also introduces Nirvanai, Terzo’s new multi-agent AI advisor that turns contracts, spend, and operations into a unified, real-time source of truth — redefining how enterprises operate at scale.

🎙️ Brandon Card is the CEO and Co-Founder of Terzo, an AI-powered financial intelligence platform that extracts and analyzes critical data from contracts, invoices, and other financial documents. Before founding Terzo in 2020, Brandon held roles at Microsoft and IBM. Those experiences led him to build a smarter platform for managing supplier relationships and spend.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

About Millennium Live | A Leadership & Discovery Podcast

🎙️ Millennium Live: Where the Leaders of Today are Transforming the Digital Enterprise

The Millennium Alliance Podcast offers Fortune 1000 C-Level executives, leading public sector/government officials, and thought leaders across a variety of disciplines a unique and exclusive platform to present opportunities to their peers, share industry developments, and tell the story of their career and overall company value.

Headquartered in Midtown Manhattan, The Millennium Alliance is a leading technology, business, and educational advisory firm. Focusing primarily in areas such as business transformation, executive education, growth, policy, and need analysis. Millennium is quickly becoming one of the most dynamic locations for collaboration across the world.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

About Millennium Live | A Leadership & Discovery Podcast

🎙️ Millennium Live: Where the Leaders of Today are Transforming the Digital Enterprise

The Millennium Alliance Podcast offers Fortune 1000 C-Level executives, leading public sector/government officials, and thought leaders across a variety of disciplines a unique and exclusive platform to present opportunities to their peers, share industry developments, and tell the story of their career and overall company value.

Headquartered in Midtown Manhattan, The Millennium Alliance is a leading technology, business, and educational advisory firm. Focusing primarily in areas such as business transformation, executive education, growth, policy, and need analysis. Millennium is quickly becoming one of the most dynamic locations for collaboration across the world.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Description

🎙️ In this episode, Brandon Card, CEO and Co-Founder of Terzo, talks about how enterprise AI is transforming finance and contract management. Drawing on his experience at Microsoft and IBM, Brandon explains how Terzo’s platform helps Fortune 100 companies uncover billions in hidden waste buried in contracts. He also dives into why CFOs are missing huge cost-saving opportunities, the rise of “Service as Software” over traditional SaaS, and what it takes to bring AI into complex enterprise environments. Brandon also introduces Nirvanai, Terzo’s new multi-agent AI advisor that turns contracts, spend, and operations into a unified, real-time source of truth — redefining how enterprises operate at scale.

🎙️ Brandon Card is the CEO and Co-Founder of Terzo, an AI-powered financial intelligence platform that extracts and analyzes critical data from contracts, invoices, and other financial documents. Before founding Terzo in 2020, Brandon held roles at Microsoft and IBM. Those experiences led him to build a smarter platform for managing supplier relationships and spend.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

About Millennium Live | A Leadership & Discovery Podcast

🎙️ Millennium Live: Where the Leaders of Today are Transforming the Digital Enterprise

The Millennium Alliance Podcast offers Fortune 1000 C-Level executives, leading public sector/government officials, and thought leaders across a variety of disciplines a unique and exclusive platform to present opportunities to their peers, share industry developments, and tell the story of their career and overall company value.

Headquartered in Midtown Manhattan, The Millennium Alliance is a leading technology, business, and educational advisory firm. Focusing primarily in areas such as business transformation, executive education, growth, policy, and need analysis. Millennium is quickly becoming one of the most dynamic locations for collaboration across the world.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

About Millennium Live | A Leadership & Discovery Podcast

🎙️ Millennium Live: Where the Leaders of Today are Transforming the Digital Enterprise

The Millennium Alliance Podcast offers Fortune 1000 C-Level executives, leading public sector/government officials, and thought leaders across a variety of disciplines a unique and exclusive platform to present opportunities to their peers, share industry developments, and tell the story of their career and overall company value.

Headquartered in Midtown Manhattan, The Millennium Alliance is a leading technology, business, and educational advisory firm. Focusing primarily in areas such as business transformation, executive education, growth, policy, and need analysis. Millennium is quickly becoming one of the most dynamic locations for collaboration across the world.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

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