Skip to main content
Fintech Copilot
v4.0.0
Branch Desktop
JB
John Balboa
Today
CRM
Clients
Practice
Planning
Estate
CRM
Saved Views
Calendar
Inbox
6
Tasks
4
Communications
Prospects
Proposals
Clients
Compliance
3
Relationships
CRM
Today
CRM
Clients
Practice
Planning
Estate
$47,077,450
PIPELINE VALUE
36
OPEN PROSPECTS
0
NEW THIS WEEK
37%
AVG WIN PROB.
0
NEED CONTACT
Prospects
45
Add Prospect
Table
Board
45
List
Timeline
Gallery
All Stages
Analytics
New Lead
12
$44.6M
Leon Abernathy
Margaret Thornton
New Lead
34
$406K
17% win
Last contact: 2026-07-07
Next: Send proposal
Qualify
Leilani Connelly
Website
New Lead
$4.1M
18% win
Last contact: 2026-06-29
Next: Send proposal
Qualify
Violet Marquardt-Miller
LinkedIn
New Lead
68
$2.9M
19% win
Last contact: 2026-07-05
Next: Follow up on proposal
Qualify
Ira Durgan-Mertz
Seminar
New Lead
$804K
13% win
Last contact: 2026-07-07
Next: Follow up on proposal
Qualify
Matt Runte
Cold Outreach
New Lead
85
$261K
19% win
Last contact: 2026-06-24
Next: Onboarding meeting
Qualify
Wilson Keebler
Event
New Lead
$4.1M
17% win
Last contact: 2026-07-06
Next: Send information packet
Qualify
Angie Muller
Patricia Goldstein
New Lead
51
$1.7M
14% win
Last contact: 2026-06-27
Next: Review risk questionnaire
Qualify
Ian Lindgren
Website
New Lead
$7.9M
11% win
Last contact: 2026-07-01
Next: Send proposal
Qualify
Aniyah Hettinger-Dietrich
LinkedIn
New Lead
68
$7.8M
10% win
Last contact: 2026-07-02
Next: Onboarding meeting
Qualify
Roman Quitzon
Seminar
New Lead
$6.3M
8% win
Last contact: 2026-07-06
Next: Onboarding meeting
Qualify
Pauline Brakus
Cold Outreach
New Lead
51
$5.1M
18% win
Last contact: 2026-06-28
Next: Send information packet
Qualify
Waldo Gusikowski-Wintheiser
Event
New Lead
$3.4M
15% win
Last contact: 2026-07-07
Next: Onboarding meeting
Qualify
Qualified
10
$44.0M
Alycia Gutmann
Margaret Thornton
Qualified
85
$3.3M
36% win
Last contact: 2026-06-24
Next: Send information packet
Qualify
Tyrese Reichert
Website
Qualified
$2.2M
39% win
Last contact: 2026-07-02
Next: Review risk questionnaire
Qualify
Suzanne Braun
LinkedIn
Qualified
68
$2.3M
37% win
Last contact: 2026-06-25
Next: Review risk questionnaire
Qualify
Claudia Boehm
Seminar
Qualified
$3.9M
29% win
Last contact: 2026-06-27
Next: Schedule follow-up call
Qualify
Maribel Welch
Cold Outreach
Qualified
85
$7.8M
39% win
Last contact: 2026-07-08
Next: Onboarding meeting
Qualify
Domenick Nitzsche
Event
Qualified
$6.2M
40% win
Last contact: 2026-06-25
Next: Review risk questionnaire
Qualify
Marjorie Gulgowski
Patricia Goldstein
Qualified
85
$1.8M
45% win
Last contact: 2026-06-24
Next: Schedule discovery call
Qualify
Clara Prohaska
Website
Qualified
$6.2M
30% win
Last contact: 2026-06-24
Next: Review risk questionnaire
Qualify
Marguerite Paucek
LinkedIn
Qualified
68
$2.7M
32% win
Last contact: 2026-06-27
Next: Follow up on proposal
Qualify
Andreane Carter-O'Kon
Seminar
Qualified
$7.5M
38% win
Last contact: 2026-07-06
Next: Send proposal
Qualify
Proposal Sent
8
$26.6M
Rhianna Davis
Cold Outreach
Proposal Sent
68
$3.0M
57% win
Last contact: 2026-07-05
Next: Send information packet
Qualify
Shanel Stroman
Event
Proposal Sent
$5.3M
42% win
Last contact: 2026-06-24
Next: Review risk questionnaire
Qualify
Alyssa Green
Margaret Thornton
Proposal Sent
68
$5.8M
46% win
Last contact: 2026-07-07
Next: Review risk questionnaire
Qualify
Diana Tremblay
Website
Proposal Sent
$3.4M
47% win
Last contact: 2026-07-02
Next: Follow up on proposal
Qualify
Milton Weber
LinkedIn
Proposal Sent
100
$2.9M
58% win
Last contact: 2026-06-24
Next: Send proposal
Qualify
Lottie Shanahan
Seminar
Proposal Sent
$2.3M
60% win
Last contact: 2026-07-04
Next: Send proposal
Qualify
Melissa McKenzie
Cold Outreach
Proposal Sent
68
$1.2M
53% win
Last contact: 2026-06-24
Next: Send proposal
Qualify
Marcellus Kovacek
Event
Proposal Sent
$2.7M
40% win
Last contact: 2026-07-05
Next: Follow up on proposal
Qualify
Negotiating
6
$18.9M
Deshawn Rodriguez
Patricia Goldstein
Negotiating
68
$3.9M
58% win
Last contact: 2026-06-26
Next: Schedule discovery call
Qualify
Hilbert Turner
Website
Negotiating
$2.4M
74% win
Last contact: 2026-07-06
Next: Onboarding meeting
Qualify
Carrie Graham
LinkedIn
Negotiating
68
$3.4M
55% win
Last contact: 2026-06-24
Next: Review risk questionnaire
Qualify
Koby Cormier
Seminar
Negotiating
$6.5M
69% win
Last contact: 2026-06-30
Next: Send proposal
Qualify
Sylvia Price
Cold Outreach
Negotiating
51
$918K
64% win
Last contact: 2026-07-06
Next: Follow up on proposal
Qualify
Ben Muller
Event
Negotiating
$1.8M
68% win
Last contact: 2026-06-28
Next: Follow up on proposal
Qualify
Closed Won
5
$19.6M
Bernardo Stehr
Margaret Thornton
Closed Won
34
$1.5M
100% win
Last contact: 2026-07-05
Next: Schedule follow-up call
Qualify
Convert
Alan Wuckert
Website
Closed Won
$5.0M
100% win
Last contact: 2026-06-28
Next: Send proposal
Qualify
Convert
Miranda Wintheiser
LinkedIn
Closed Won
51
$2.5M
100% win
Last contact: 2026-06-26
Next: Send proposal
Qualify
Convert
Gina Ledner
Seminar
Closed Won
$5.1M
100% win
Last contact: 2026-06-26
Next: Send information packet
Qualify
Convert
Pauline Schiller
Cold Outreach
Closed Won
51
$5.6M
100% win
Last contact: 2026-07-02
Next: Schedule follow-up call
Qualify
Convert
Closed Lost
4
$22.0M
Clarence Spinka
Event
Closed Lost
$1.3M
0% win
Last contact: 2026-07-07
Next: Send information packet
Qualify
Mario Breitenberg
Patricia Goldstein
Closed Lost
68
$6.1M
0% win
Last contact: 2026-07-01
Next: Send proposal
Qualify
Lea Kilback
Website
Closed Lost
$7.4M
0% win
Last contact: 2026-06-26
Next: Schedule follow-up call
Qualify
Doris Emmerich
LinkedIn
Closed Lost
51
$7.2M
0% win
Last contact: 2026-07-05
Next: Schedule follow-up call
Qualify
Growth Tools
Referrals
Household Penetration
Off-Balance Sheet
8
Referrals this year
38%
Conversion rate
$5.0M
AUM from referrals
All Referrals
Introduced
Meeting Booked
Converted
Referring Client
Referred Prospect
Date
Status
Est. AUM
PW
Patricia Wu
Alan Wu
Apr 12
Converted
$2.4M
RC
Robert Chen
Lily Chen
Apr 18
Meeting Booked
$950K
MA
Margaret Anderson
Scott Anderson
Mar 29
Converted
$1.8M
DM
David Martinez
Carlos Martinez
Apr 5
Introduced
$600K
JK
James Kim
Susan Kim
Apr 22
Meeting Booked
$1.1M
PW
Patricia Wu
Thomas Nguyen
May 1
Introduced
$400K
RC
Robert Chen
Maria Gonzalez
Mar 15
Converted
$780K
DM
David Martinez
Elena Vargas
Apr 30
Introduced
$320K
Export referral report
CRM — Prospects — Fintech Copilot