I bring human-centered curiosity and strategic acumen to complex change. But I don't stop at the roadmap — I build the systems, and get them adopted. Agents, automations, and dashboards in production and daily use across Finance, Investor Relations, Sales, Legal, and Marketing at a Fortune 500 insurer.
Great strategy starts with listening — but the harder job is creating conditions where bold ideas survive contact with organizations. That means building trust, surfacing hidden tensions, and bringing provocative thinking that challenges the orthodoxies holding organizations back. And increasingly, it means putting a working agent in someone's hands so the idea proves itself.
I spot where new technology and shifting behavior can solve a problem differently — often before it's obvious to anyone else.
I translate ambiguous, technical complexity into clear choices — without oversimplifying — so the right people understand the tradeoffs and can decide.
I prototype, experiment, and ship the working thing — agents, automations, dashboards — not just the recommendation.
Understanding isn't the same as commitment. I build the trust and momentum that turn a decision into something teams actually adopt — and sustain.
Personally designing, building, and shipping production AI agents — from market-insights and document automation to reconciliation and audit. Copilot Studio, Power Platform, SharePoint, and Teams, deployed to real teams.
Helping organizations identify, prioritize, and implement high-value AI use cases — from workshop design to board-ready roadmaps. Specializing in responsible, compliance-fluent adoption and measurable outcomes.
Teaching non-technical teams to build their own agents through an internal AI Academy — turning curiosity into capability, and one-off wins into a self-sustaining pipeline of demand.
Leading complex, cross-functional transformations in financial services, healthcare, and tech. Bridging the gap between vision and execution across matrixed organizations.
Designing and running workshops that align senior stakeholders, surface hidden tensions, and produce prioritized strategic actions — not just presentations.
Creating and activating compelling thought capital — from "Future of Insurance" POVs to financial inclusion strategies — that deepens relationships and opens doors.
Leading enterprise AI for a Fortune 500 insurer — setting the strategy and personally building the agents, automations, and dashboards that prove it out. Work recognized at the CEO and SVP level.
Created thought leadership and led AI design workshops with C-suite stakeholders to identify high-value use cases, driving enterprise AI transformation.
Led high-impact strategic consulting engagements across financial services, healthcare, and technology, influencing over $90M in Annual Contract Value.
Strategy and management consulting for nonprofits, foundations, and startups.
Designed and built a Copilot Studio agent with Power Automate orchestration and Python tools that normalizes remittance files, reconciles them against bank statements, and generates finance-system uploads — turning a manual back-office process into a hands-off pipeline.
Built agents for investor relations, sales intelligence, automotive market tracking, and SharePoint-secured knowledge retrieval — each grounded in governed data and surfaced where teams already work, in Teams and SharePoint.
Designed intake-to-insight pipelines — form submission through Power Automate, AI summarization, and Power BI — plus marketing-performance and market-intelligence dashboards used by senior stakeholders.
Interviewed stakeholders across both organizations, surfaced hidden tensions, and delivered a 90-day turnaround plan spanning enablement, incentives, and product packaging.
Led strategy, customer interviews, and workshop facilitation for a major social media company's B2B go-to-market transformation. Recommendations immediately translated into new product features.
Designed an ecosystem and API-led strategy to monetize third-party integrations, shifting the bank's identity from product provider to platform operator.
Led qualitative discovery and stakeholder alignment sessions, culminating in a digital patient experience roadmap adopted by the C-suite.
Designed the digital and human moments that would distinguish the bank in a competitive market, bridging high-tech and high-touch across the customer journey.
Conducted a design-led strategic review, identifying misaligned programs and generating recommendations that led to the redeployment of over $300,000 in resources.
"Your AI presentations meaningfully drove our conversation and approach forward."
"That level of detail adds credibility to you for this audience. It was both calm and leveraged the right balance of humor."
"You did an excellent job outlining the legal and compliance risks. You have a future in L&C if your career goals change!"
"Yoni stood out as a very thoughtful, strategic and insightful partner. He has a strong command of storytelling by weaving data and insights to make a compelling case."
Whether you're navigating an AI transformation, need an executive advisor, or want an agent actually built and shipped — let's talk.
linkedin.com/in/yonisarason