At Withum, AI is the catalyst for a new era of innovation and productivity.

In this episode of the AI First Podcast, Box Chief Customer Officer Jon Herstein sits down with Amel Edmond, Chief Information Officer at Withum, to explore how the accounting firm is leveraging AI to transform its internal processes and client services.

Amel discusses how Withum is leveraging AI to automate tax reporting, audit workflows, and administrative tasks, boosting productivity and accuracy while maintaining human expertise in decision-making. He shares the firm’s approach to overcoming AI adoption challenges, fostering innovation, and balancing AI with security, compliance, and trust. 

Whether you're in IT, finance, or professional services, you’ll gain key insights on integrating AI into your workflow and its impact on efficiency and client satisfaction.

Key moments:
(00:00) Introduction to Amel Edmond and Withum
(03:15) AI’s role in transforming accounting and advisory services
(06:45) The journey of automating the 10-99 reporting process
(11:30) Case studies of AI use in auditing and reporting
(16:50) Overcoming resistance to change and fostering innovation
(22:00) The role of AI in driving client satisfaction and employee productivity
(28:20) Balancing AI adoption with regulatory compliance
(34:00) How AI can enable better business insights and decision-making
(39:40) The future of AI in professional services and its potential impacts on firm growth
(44:10) Closing thoughts on leadership and AI strategy in the modern workforce