CONFIDENTIAL · CEO BRIEFING

Prepared exclusively for Utility Warehouse · May 2026

Utility Warehouse.
AI-first.
The decade
starts now.

UW has built the UK's most innovative multi-service utility model. The next growth frontier is AI — not as a productivity experiment, but as a governed, enterprise-wide operating model that drives measurable growth, reduces cost, and makes UW impossible to compete with.

UW: 900K+ customers & growing

Multi-service model — unique in UK utilities

AI is the next competitive moat

No UK utility has done this yet

SP

Sheetal Patole

Co-Founder & CEO, NeuralArc

CIO / CDAO — Barclays Bank, London

Chief Data Officer — Macquarie Group

Global Head Analytics — Rio Tinto

Advisory — PwC · Deloitte · KPMG

24+ years regulated enterprise AI

Top 100 Women in AI 2025 Top 10 Global Data Innovators 2024

Prepared for

Utility Warehouse

Energy & Utilities · United Kingdom

UW's path to AI-first market leadership

01 — UW Vision

Where UW Stands Today

Strong foundation.
Four growth blockers.

UW's multi-service model is a genuine competitive advantage. But four structural challenges are limiting the next phase of growth — and each one is solvable with the right AI operating model.

900K+

UW customers — growing, but churn is rising across UK utilities

Energy switching at record highs in 2025–26

6–10

Disconnected AI tools in use across most UK enterprises today

Duplicated cost, inconsistent outputs, no governance

45%

UK firms already using AI in customer service — laggards face cost disadvantage

Source: Moneypenny UK AI Report 2025

0

UK utilities with a governed, board-ready AI operating model today

The window to be first is open right now

UW Growth Challenge Why It's Urgent Now What Good Looks Like

⚠ Customer churn rising — retention is reactive, not predictive

Energy switching at record highs; UW competes on service, not just price

AI flags at-risk customers before they leave — personalised retention at scale

⚠ High contact centre costs — manual billing, complaint resolution

UK customer service AI adoption at 45% — laggards face structural cost disadvantage

Autonomous AI agents handle tier-1 queries 24/7, zero wait time

⚠ Shadow AI across teams — no governance, no audit trail

Ofgem 2025 AI guidance requires board-level AI oversight & audit documentation

Governed AI operating model — Ofgem & FCA compliant from day one

⚠ Inconsistent agent responses — no single source of truth for customer-facing teams

Multi-service complexity means agents need real-time, accurate intelligence at every touchpoint

Shared AI knowledge base — every agent, same answer, every time

02 — UW Growth Challenges

The UW Business Case

Four outcomes.
Measurable. Defensible. Yours.

Each outcome maps directly to UW's strategic priorities — cost efficiency, customer growth, service excellence, and regulatory leadership. These are UW's numbers, not Helium's.

UW Strategic Outcome	UW Challenge Today	What Changes	UW Impact
Reduce Operating Costs Contact centre & back office	High agent handle times, manual billing queries, complaint resolution consuming senior resource	Autonomous AI handles tier-1 queries end-to-end AI-assisted billing & complaint resolution Replace 6–10 AI tools with one governed platform	Up to 40% reduction in agent handle time
Grow & Retain Customers Lifetime value & switching defence	Reactive churn management — agents lack real-time intelligence at the switching decision moment	AI churn prediction — flag at-risk customers early Personalised retention offers triggered automatically Dynamic pricing intelligence at point of decision	Proactive retention before customers leave
Elevate Customer Experience Consistency, speed & trust	Inconsistent agent responses across multi-service queries — no single source of truth for customer-facing teams	Shared AI knowledge base — every agent, same answer 24/7 AI agents for routine queries, zero wait time FCA & Ofgem compliant — full audit trail on every interaction	24/7 consistent, compliant service delivery
Lead on Governance & Compliance Ofgem · FCA · ICO ready	Shadow AI across teams, no governance framework, board cannot measure AI ROI, risk of Ofgem regulatory exposure	Governed AI operating model — board-ready from day one Full audit trail on every AI decision and interaction UW becomes the Ofgem benchmark for AI governance	First governed AI utility in the UK

03 — The UW Business Case

How Helium Enables UW

One platform.
Built for regulated UK enterprises.

Platform Capability	Helium Core Individual	Helium Teams Organisation	Helium Bees Autonomous	UW Benefit What UW gains
AI-Powered Productivity	✓	✓	✓	Every UW employee works faster, smarter
Shared Knowledge Base (AIM)	—	✓	✓	One source of truth — consistent answers across all UW teams
Prompt & Workflow Library	—	✓	✓	Compliant, on-brand customer responses every time
Autonomous AI Agents (Bees)	—	—	✓	24/7 query handling — UW contact centre costs fall
Governance & Guardrails	—	✓	✓	UW meets Ofgem / FCA / ICO AI requirements
Full Audit Trail	—	✓	✓	UW board has full AI accountability & reporting
Adaptive Memory & Brand Engine	✓	✓	✓	UW brand voice across every AI output
Single AI P&L Visibility	—	✓	✓	UW measures AI ROI — one line on the P&L

04 — How Helium Enables UW

UW's Competitive Advantage

UW leads.
Competitors follow.

No UK utility has yet established a governed, enterprise-wide AI operating model. The first to do so will own the cost, retention, and experience advantage for the next decade. That company can be Utility Warehouse — and the window is open right now.

The UW Opportunity

Be the first UK utility to deploy a governed, board-ready AI operating model — and make it structurally impossible for competitors to catch up.

32%projected AI ROI by 2027 for early movers (SAP/Oxford Economics)

40%planned increase in UK enterprise AI spend — UW can lead this wave

Sheetal Patole · NeuralArc · he2.ai

If UW chooses…	Enterprise Governance	Full Audit Trail	Ofgem / FCA Ready	Shared Knowledge Base	Autonomous Agents	Single P&L Visibility	UK Utility Ready
ChatGPT Enterprise OpenAI	✗	✗	✗	~	~	✗	✗
Microsoft Copilot 365 Microsoft	~	~	✗	✓	~	✗	✗
Google Gemini for Work Google	~	✗	✗	✓	~	✗	✗
Salesforce Einstein Salesforce	~	~	~	~	✓	✗	✗
Helium AI NeuralArc — built for UW	✓	✓	✓	✓	✓	✓	✓

✓ Full capability ~ Partial / add-on required ✗ Not available

05 — UW as AI Leader

Utility Warehouse. AI-first. The decade starts now.

Strong foundation.Four growth blockers.

Four outcomes.Measurable. Defensible. Yours.

One platform.Built for regulated UK enterprises.

UW leads.Competitors follow.

Utility Warehouse.
AI-first.
The decade
starts now.

Strong foundation.
Four growth blockers.

Four outcomes.
Measurable. Defensible. Yours.

One platform.
Built for regulated UK enterprises.

UW leads.
Competitors follow.