Helix Bank — Pipeline Agent Expansion
- Prospecting
- Qualification
- Solution Fit
- Proposal
- Negotiation
- Commit
- Closed Won
Risks
Healthy1 active- Pricing pushback (FinServ)
Recent activity
30 items- Mon 7:01 AM · in 17dLive demo with Helix Bank· Demo · scheduled
- Sat 2:01 AM · in 8dInternal — Helix Bank deal sync· Internal Sync · scheduled
- 5:16 AM · in 4hHelix Bank pipeline review (internal)· Internal Sync · scheduled
- Sun 11:16 PM · 4d agoHelix Bank forecast prep· 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 pushed back on pricing structure: said the per-seat model doesn't fit FinServ buying patterns and asked for a usage-based alternative.
- Sun 12:46 AM · 5d ago#deal-helix-bank-pipeline-agent-expansion· Morgan Iyer
Nora Harper just sent over a 40-question security addendum. Looping in our team.
- Fri 6:01 AM · 7d ago#deal-helix-bank-pipeline-agent-expansion· Alex Tanaka
Another FinServ shop pushing back on per-seat. We need a usage-based variant ready before next quarter.
- Fri 3:01 AM · 7d agoRe: Re: Helix Bank — next steps· from nora.harper@helixbank.com
Alex Tanaka — thanks. Will review and come back with feedback by Friday. — Nora Harper
- Fri 3:01 AM · 7d ago#deal-helix-bank-pipeline-agent-expansion· Morgan Iyer
POV kickoff went well, Nora Harper is bought in. Stakeholder list is solid.
- Fri 2:01 AM · 7d ago#helix-bank-nexora· Alex Tanaka
Reposting the link to the success criteria doc for visibility: <link>
- Thu 11:16 PM · 7d agoHelix Bank pipeline review (internal)· 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 pushed back on pricing structure: said the per-seat model doesn't fit FinServ buying patterns and asked for a usage-based alternative.
- Thu 10:01 PM · 7d ago#deal-helix-bank-pipeline-agent-expansion· Alex Tanaka
Forecast call Wednesday — anyone got a strong objection to keeping this in Commit?
- Thu 4:16 AM · 8d ago#deal-helix-bank-pipeline-agent-expansion· Taylor Brooks
Morgan Iyer is on 4 active POVs *and* 2 RFPs right now. We're going to drop something.