In this insightful episode of the CAIO Podcast, Sanjay Puri sits down with Aditya Thadani, Vice
President of AI Platforms at H&R Block, to explore how AI is driving digital transformation in
financial services.
🔍 Key Takeaways
• How H&R Block processes over 20 million tax returns annually using AI
• The role of AI in enhancing customer experience and operational efficiency
• Why migrating 90% of compute capacity to Azure Cloud was a game–changer
• Building customer trust through an omni–channel strategy
• Managing vendor dependency and ensuring business resilience
https://www.linkedin.com/in/adityathadani/⏱️
Timestamps
02:00 – Aditya’s Background & Journey into AI
05:30 – The Role of AI in Business Strategy
09:15 – Challenges in AI Adoption
12:45 – AI Ethics & Responsible Innovation
16:30 – The Future of AI Regulation
19:45 – AI’s Impact on Jobs & Workforce Transformation
23:00 – AI in Emerging Markets
26:30 – The Role of Open–Source AI
30:00 – Aditya’s Vision for AI in the Next Decade
33:00 – Final Thoughts & Takeaways
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