At Helios Core AI, I work directly with business and technology leaders to tackle complex challenges through intelligent, agentic AI. As Co-Founder and Chief Strategy Officer, I lead efforts to engage customers, shape AI strategy, and deliver real business outcomes. My focus is on building strong partnerships and applying practical AI to solve operational, financial, and customer experience challenges.

We help companies move beyond experimentation and into execution. Deploying voice-enabled, action-oriented AI agents that don’t just provide insights, but take initiative. Whether in finance, operations, support, or sales, these agents are designed to integrate into your teams and systems to perform real business tasks with transparency and control.

My foundation includes 20+ years leading global IT and application delivery organizations, serving Fortune 500 clients across ERP, infrastructure, and enterprise systems. That experience helps me bridge the gap between AI innovation and enterprise execution.

Key take-aways include:

• AI Isn't Just for Big Tech: Small businesses are already seeing success using AI in customer service, operations, and sales.
• What is Generative AI? Tools like ChatGPT, Gemini, and Copilot use large language models to automate tasks like writing, summarizing, and customer communication.
• Business Value of AI:
  • Save Time: Automate repetitive tasks
  • Reduce Costs: Improve efficiency
  • Enhance Customer Experience: Personalized and faster service
  • Accelerate Marketing: Rapid content generation
  • Boost Sales: Data-driven insights and recommendations
• Real-world Examples:
  • Insurance agents, tradespeople, solopreneurs, and restaurant owners are using AI for email replies, appointment booking, proposal drafting, order taking, and more.
• Easy AI Wins:
  • Use chatbots for support
  • Auto-generate emails and meeting notes
  • Draft documents quickly
  • Create on-brand content at scale
• Adoption Roadmap:
  • Start with one simple task
  • Expand use cases
  • Keep humans in control
  • Measure impact (e.g., time saved, improved service)