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FC
Fintech Copilot Branch Desktop
v4.0.0
Financial management & portfolio analytics
U
User
Today
Practice
Clients
CRM
CRM
Saved Views
Calendar
Inbox
6
Clients
Prospects
Tasks
4
Communications
Compliance
3
Proposals
Relationships
CRM
Today
Practice
Clients
CRM
$0
PIPELINE VALUE
0
OPEN PROSPECTS
0
NEW THIS WEEK
0%
AVG WIN PROB.
0
NEED CONTACT
Prospects
0
Add Prospect
Table
Board
0
List
Timeline
Gallery
All Stages
Analytics
New Lead
0
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Qualified
0
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Proposal Sent
0
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Negotiating
0
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Closed Won
0
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Closed Lost
0
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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