Helix Bank — Pipeline Agent Platform
- Prospecting
- Qualification
- Solution Fit
- Proposal
- Negotiation
- Commit
- Closed Won
Risks
At risk5 active- Brewing product issue detectedRenewal exposed — the buyer is benchmarking a usage-based competitor and pricing is still unresolved heading into the renewal window.
- POV blockerPricing pushback unresolved — buyer asked for usage-based alternative.
- POV blockerActive competitive evaluation — buyer benchmarking alternatives.
- POV at moderate riskTrending off-plan; one or more criteria unverified.
- Pricing pushback (FinServ)
- Agentic UI surfaces a next-best-action on 80%+ of open opportunities within first 24h
- Forecast Agent rollup accuracy within ±5% vs. manager-submitted forecast
- Time-to-summary on call recordings under 60s end-to-end
- Pricing pushback unresolved — buyer asked for usage-based alternative.
- Active competitive evaluation — buyer benchmarking alternatives.
Recent activity
30 items- Sun 9:26 AM · in 21dHelix Bank — POV touchpoint· POV Working Session · scheduled
- Tue 3:56 AM · in 9dHelix Bank — Nexora demo· Demo · scheduled
- Mon 8:41 AM · in 1dHelix Bank pipeline review (internal)· Internal Sync · scheduled
- 7:41 AM · in 1hHelix Bank — Nexora demo· Demo · scheduled
- 6:11 AM · now#deal-helix-bank-pipeline-agent-platform· Taylor Brooks
Third Financial Services deal this quarter where Clearwave AI is on the shortlist. Worth a competitive teardown.
- Sat 7:41 AM · 23h ago#deal-helix-bank-pipeline-agent-platform· Alex Tanaka
Another FinServ shop pushing back on per-seat. We need a usage-based variant ready before next quarter.
- Sun 9:11 AM · 7d ago#deal-helix-bank-pipeline-agent-platform· Alex Tanaka
Helix Bank is in cycles with Clearwave AI. They're undercutting us by ~15% on year 1.
- Wed 6:41 AM · 11d ago#helix-bank-nexora· Nora Harper
Quick FYI, we'll have a few extra folks joining Thursday — adding to the invite.
- Wed 5:41 AM · 11d ago#deal-helix-bank-pipeline-agent-platform· Alex Tanaka
Forecast call Wednesday — anyone got a strong objection to keeping this in Commit?
- Tue 3:11 AM · 12d agoInternal — Helix Bank deal sync· Internal Sync · completed
Reviewed open commitments, calendar density, and whether to push or pull the close date. Internal-only sync between Alex Tanaka, Morgan Iyer, and management to align on next steps and risks for Helix Bank. Nora Harper mentioned they're also evaluating Clearwave AI, and that Clearwave AI's pricing came in 15% under our initial proposal.
- Sun 5:41 AM · 14d ago#deal-helix-bank-pipeline-agent-platform· Taylor Brooks
Morgan Iyer is on 4 active POVs *and* 2 RFPs right now. We're going to drop something.
- Wed 12:41 PM · 18d ago#product-feedback· Alex Tanaka
Pricing feedback from Helix Bank (Financial Services): per-seat doesn't fit their buying pattern. Want usage-based or hybrid.