Every branch board accurate, compliant, and always current.
Campaigns live network-wide in seconds. Advisory rooms seamless.
One dashboard controls every rate board, every branch display, and every advisory room screen. Your compliance team pushes changes. The audit trail writes itself. And your advisors connect to the room display in 8 seconds — without calling IT.
100%
compliance audit trail — every screen, every change, time-stamped
Real-time
rate board updates from one source — no branch outreach needed
8s
wireless presenting for any advisor, any device, any room
How it works
Rate Boards & Compliance
Real-time
Marketing updates the rate. Every branch reflects it. The audit trail is already filed.
Your compliance team pushes rate changes from a central dashboard — every screen in every branch updates simultaneously. No branch manager outreach required, no USB drives, no version mismatch. The audit log records what was shown, on which screen, and for how long — automatically, without any manual effort.
Branch Communications
All branches
Corporate launches the spring campaign. All 23 branches see it in the time it takes to send an email.
Your marketing team publishes to the full branch network in one action. New campaign, updated rates, product spotlight — live across every location at the same time. Branches add their own layer for local events and community content without touching the national campaign. The brand stays intact. The launch is instant. No coordinator in the middle.
Advisory & Meeting Rooms
8 seconds
Wireless presenting in 8 seconds for every advisor, in every room.
Advisors connect wirelessly from any device in 8 seconds — no cables, no adapters, and no IT involvement required. Works for staff, visiting advisors, and external partners equally. The client experience is professional from the moment they sit down. When the session ends, the screen returns to branch branding automatically.
Rates subject to change · Branch content managed by compliance team
Product Launch
All locations · Starts now
King & Bay
Bloor West
Yonge & Eg
Scarborough
Etobicoke
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Rates subject to change · Branch content managed by compliance team
Rate Boards & Branch Displays
A compliance audit trail that writes itself.
Your compliance team manages every rate board from one dashboard. Every change is time-stamped and logged — what was shown, on which screen, for how long. When your compliance auditor asks for the record, you produce it in 30 seconds. Branch staff can't post their own unapproved content. The rates on every screen always come from one approved source.
- ✓Centralized, real-time control over every rate board in every branch
- ✓Complete time-stamped audit log of all on-screen content
- ✓Automated scheduling for promotional rates and limited-time offers
- ✓Role-based permissions — branch staff can't override approved content
- ✓Central management of regulatory disclosures across the entire network
Rates subject to change · Branch content managed by compliance team
Branch & Regional Communications
Campaign live across every branch before the team finishes their coffee.
Corporate marketing publishes to the full network in one click. New product launches, seasonal rates, limited-time offers — reflected everywhere at the same time. Regional managers add their own layer for local promotions. Branch managers add community events. Everyone operates within the guardrails you set. Nobody overwrites the national campaign by accident.
- ✓Tiered permissions for corporate, regional, and branch content — each independent
- ✓Simultaneous campaign launches across all locations with one action
- ✓Regional managers add cluster-specific promotions without touching corporate content
- ✓Automated expiration of all promotional content on the exact date you set
- ✓Full network visibility from one dashboard — see what every branch is displaying
Rate Update
All locations · Starts now
King & Bay
Bloor West
Yonge & Eg
Scarborough
Etobicoke
Advisory Rooms & Internal Offices
Client meetings that start when they're supposed to.
Advisors connect to any meeting room display from any device in seconds — no cables, no adapters, no IT support required. Works for staff, visiting advisors, and external partners without needing a HelixCast account. When the session ends, the screen returns to branch branding automatically.
- ✓Universal browser-based presenting — any laptop, tablet, or phone
- ✓No apps, adapters, or IT credentials required
- ✓Guests and external advisors present without a HelixCast account
- ✓Automated return to branch branding when each meeting ends
- ✓Integrated room booking and occupancy status displays
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Every rate board accurate. Every branch launch instant. Every advisor ready.
We'll show you how HelixCast works in a branch network like yours — compliance, marketing, and advisory rooms in one 20-minute demo.