HelmXP drafts your Briefing across all eight executive voices — grounded in your GL, your 5300, and your ALM model. Your team edits, approves, and ships through your executive workbench.
Author the Briefing. Run the Cycle. Carry the Chart.
Drafts the Briefing across every executive voice.
Eight seats. One coherent narrative. HelmXP drafts each section in the right voice — CEO, CFO, COO, CLO, CHRO, CMO, CXO, CRO — grounded in your institution's data and the latest NCUA 5300 peer context.
→AI-drafted section per seat, fine-tuned to that executive's writing voice
→One-click push to Diligent, OnBoard, Aprio, BoardPaq, MyBoardPacket
demo.helmxp.com/briefing
Q2 briefing
1. CEO Letter
2. Financial Commentary
3. ALCO Memo
4. Operations Update
5. Lending Report
6. Talent Snapshot
7. Member Experience
CEO letter · Karen Reynolds
Steady quarter, decisive choices ahead.
Net worth ratio held at 11.2%, up 30 bps year-over-year and 50 bps above peer median. Loan growth slowed to 4.1% annualized as expected — we tightened indirect auto in March and that's working...
Member growth continues to outpace the field, with 2,847 new memberships net of attrition. The CXO team will present...
APPROVED2 comments
Built AI-native, not retrofit
Six capabilities only a vertical AI can offer.
Generic AI doesn't know NCUA 5300 schemas, ALM model outputs, or how a $750M CU's CFO writes. HelmXP does — and grounds every claim in your data.
The CEO's section knows what the CFO is also writing, and reconciles voice and numbers.
Peer-context grounding
NCUA 5300 corpus pre-loaded. Custom peer groups by asset tier, charter, core processor.
Voice matching
Fine-tuned on each Seat's prior memos. Drafts read like the executive, not like AI.
Decision scaffolding
Situation, Options, Recommendation, Risks, Ask — every memo is a decision artifact.
Narrative continuity
This quarter's memo cites last quarter's commitments and tracks closure automatically.
The crew model
Captain, Seats, Sub-seats — the wheel, made operational.
The mark isn't decoration. It's the org model. Every credit union on HelmXP has the same structure: one or many Captains on the board, exactly eight executive Seats at the helm, and up to five Sub-seats contributing under each.
Seats 1 and 2 are always CEO and CFO. Seats 3 through 8 are yours to configure — COO, CLO, CHRO, CMO, CXO, CRO, CTO, CISO, General Counsel, Chief of Staff — whatever your institution actually has.
Captains get the full product. They approved the investment in this tool — they deserve to use it.
Early pilots show HelmXP collapsing the board-prep cycle by more than half and giving Captains a Briefing they actually want to read.
20+
20+ hours saved per cycle across the executive team
7
7 executive voices, one consistent narrative
90
90 days from contract to first board cycle live
100%
100% examiner-defensible citation chains
Plays well with what you already have
Connect once. Author forever.
HelmXP feeds your existing distribution system, reads from your core, and ingests your ALM model output. We don't ask you to switch tools — we ask you to author once.