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What's New With Helm Webinar - May 2021

Cash Flow Health Score

Cash Flow Health Score - Main

In this webinar the Helm team walks through:

  • Our updated dashboard that shows all client cash flow health at a glance
  • Our unique cash flow health score and its various measures
  • How to use the health score to optimize and proactively plan out a business' cash flow

Please feel free to watch the full webinar above, or scroll down to watch snippets of each topic we covered. Want to learn even more about Helm?

Book a Demo!

Introductions

 
Cash Flow Health Score - Intros

 

Our Team

Selina, Nicholas and Kelvin give a quick review of who they are and how they like to help businesses with their cash flow.

Cash Flow Health Score

 
Cash Flow Health Score - Dashboard Overview

 

Dashboard Overview

In this clip we walk through Helm's revamped dashboard centred around the cash flow health score.

Cash Flow Health Score - Cash Flow Score Card

 

Cash Flow Score Card

In this video we walk through the difference metrics used in the cash flow health score and their related indicators and tooltips.

Cash Flow Health Score - Ongoing Cash Planning

 

Ongoing Cash Planning

It's really hard to give cash flow advice on an ongoing basis. We walk through how to do so using the cash flow score card.

Accelerator Program

 
Cash Flow Health Score - Accelerator Program

 

Program Overview

Selina walks through the Helm Accelerator Program and what it has to offer to those looking to learn and implement cash flow advisory.

Other

 
Cash Flow Health Score - QA - Health Score

 

Live Q&A - Cash Flow Scores

We field some questions related to Helm's cash flow scores.

Cash Flow Health Score - QA - Accelerator

 

Live Q&A - Accelerator Program

We answer questions related to Helm's Accelerator Program live.

Cash Flow Health Score - Poll - Who Needs Advice

 

Poll - Do You Know Who Needs Advice?

We polled our attendees to see how many knew which of their clients needed cash flow advice.

Cash Flow Health Score - Poll - Know Where To Start

 

Poll - Do You Know Where To Start?

We asked our webinar attendees if the struggled knowing where to start with cash flow advice.

Cash Flow Health Score - Poll - Too Much Cash

 

Poll - Do You Advise Clients When They Have Too Much Cash?

It's not a question that is asked a lot in cash flow forecasting. Do you know how to advise when your clients have too much cash?

Cash Flow Health Score - Poll - Who Wants Help

 

Poll - Would You Like Help Structuring Your Advisory?

We know that cash flow forecasting and cash management is an important area. But how many professionals feel they need help?