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Fintech Copilot
v4.0.0
Branch Desktop
JB
John Balboa
Today
CRM
Pipeline
Clients
Practice
Planning
Estate
CRM
Calendar
Inbox
6
Tasks
4
Communications
Prospects
Proposals
Clients
Compliance
3
Relationships
CRM
Today
CRM
Pipeline
Clients
Practice
Planning
Estate
Today
July 2026
Month
Week
Agenda
New Event
Sun
Mon
Tue
Wed
Thu
Fri
Sat
28
Process withdrawal request
29
Complete KYC documentation
Complete compliance training
Send monthly performance report
30
Annual Review — Cornelius Buckridge
1
2
3
4
5
6
7
ADV Delivery — Elbert Medhurst
Beneficiary Review — Tabitha Towne
8
9
Review risk questionnaire — Pauline Brakus
10
KYC Update — Margaret McLaughlin
Schedule discovery call — Alycia Gutmann
11
Follow up on proposal — Melissa McKenzie
Review risk questionnaire — Ben Muller
12
Annual Review — Doug Herzog
Onboarding meeting — Aniyah Hettinger-Dietrich
Review risk questionnaire — Tyrese Reichert
+3 more
13
Onboarding meeting — Lottie Shanahan
Schedule discovery call — Marcellus Kovacek
14
Review risk questionnaire — Violet Marquardt-Miller
Review risk questionnaire — Waldo Gusikowski-Wintheiser
Onboarding meeting — Marjorie Gulgowski
+1 more
15
Onboarding meeting — Leilani Connelly
Send proposal — Ira Durgan-Mertz
Review risk questionnaire — Wilson Keebler
+2 more
16
Suitability Review — Valerie Keebler
Form CRS — Sherry Denesik
Onboarding meeting — Leon Abernathy
+3 more
17
18
Schedule discovery call — Shanel Stroman
Onboarding meeting — Deshawn Rodriguez
19
Send proposal — Suzanne Braun
Review risk questionnaire — Domenick Nitzsche
Send proposal — Clara Prohaska
+1 more
20
Review risk questionnaire — Roman Quitzon
Onboarding meeting — Alyssa Green
Onboarding meeting — Sylvia Price
21
KYC Update — Araceli Bartell
22
Send proposal — Ian Lindgren
Schedule discovery call — Andreane Carter-O'Kon
Schedule discovery call — Milton Weber
23
Annual Review — Kayli Hudson
Proposal Review: Pre-Retirement Defensive Shift
24
Beneficiary Review — Marcia Feest
Beneficiary Review — Brandy Kiehn
25
Form CRS — Albin Lebsack
26
27
Proposal Review: Estate-Friendly Restructuring
28
29
30
ADV Delivery — Brandy Kiehn
31
Suitability Review — Dakota Powlowski
1
ADV Delivery — Keaton Osinski
2
Proposal Review: Income-Focused Rebalancing
Proposal Review: Tax-Efficient Restructuring
Proposal Review: Business Owner Liquidity Plan
3
4
Annual Review — Bobbie Wintheiser
5
Proposal Review: Defensive Portfolio Shift
6
7
8