CAIO Podcast | Driving AI Innovation at H&R Block with Aditya Thadani

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 gamechanger
Building customer trust through an omnichannel strategy
Managing vendor dependency and ensuring business resilience

Resources Mentioned

https://www.linkedin.com/in/adityathadani/
⏱️

Timestamps
00:00 Podcast Episode Highlights
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 OpenSource AI

30:00 Aditya’s Vision for AI in the Next Decade

33:00 Final Thoughts & Takeaways