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Fintech Copilot
v4.0.0
Branch Desktop
JB
John Balboa
Today
CRM
Clients
Practice
Planning
Estate
CRM
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Calendar
Inbox
6
Tasks
4
Communications
Prospects
Proposals
Clients
Compliance
3
Relationships
CRM
Today
CRM
Clients
Practice
Planning
Estate
Clients
85
Active Clients
total managed
12
Open Tasks
need attention
7
Compliance Due
within 30 days
5
Upcoming Meetings
this week
My At-Risk Clients
Q2 Reviews Due
High-Value Prospects
Referral Prospects
Table
120
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CRM — Clients — Fintech Copilot