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Fintech Copilot
v4.0.0
Branch Desktop
JB
John Balboa
Today
CRM
Pipeline
Clients
Practice
Planning
Estate
CRM
Saved Views
Calendar
Inbox
6
Tasks
4
Communications
Prospects
Proposals
Clients
Compliance
3
Relationships
CRM
Today
CRM
Pipeline
Clients
Practice
Planning
Estate
$49,580,572
PIPELINE VALUE
36
OPEN PROSPECTS
6
NEW THIS WEEK
36%
AVG WIN PROB.
8
NEED CONTACT
Prospects
45
Add Prospect
Table
Board
45
List
Timeline
Gallery
All Stages
Analytics
New Lead
12
$50.9M
Leon Abernathy
Margaret Thornton
New Lead
34
$2.4M
15% win
Last contact: 2026-07-04
1d
Next: Send proposal
Qualify
Leilani Connelly
Website
New Lead
$3.4M
7% win
Last contact: 2026-07-18
4d
Next: Follow up on proposal
Qualify
Violet Marquardt-Miller
LinkedIn
New Lead
68
$3.2M
7% win
Last contact: 2026-07-21
16d
Next: Send proposal
Qualify
Ira Durgan-Mertz
Seminar
New Lead
$2.7M
18% win
Last contact: 2026-07-16
3d
Next: Send proposal
Qualify
Matt Runte
Cold Outreach
New Lead
85
$5.3M
14% win
Last contact: 2026-07-11
22d
Next: Review risk questionnaire
Qualify
Wilson Keebler
Event
New Lead
$6.8M
9% win
Last contact: 2026-06-20
21d
Next: Send proposal
Qualify
Angie Muller
Patricia Goldstein
New Lead
51
$2.2M
12% win
Last contact: 2026-07-21
1d
Next: Onboarding meeting
Qualify
Ian Lindgren
Website
New Lead
$1.4M
15% win
Last contact: 2026-07-09
19d
Next: Schedule follow-up call
Qualify
Aniyah Hettinger-Dietrich
LinkedIn
New Lead
68
$4.8M
18% win
Last contact: 2026-07-17
13d
Next: Onboarding meeting
Qualify
Roman Quitzon
Seminar
New Lead
$5.3M
11% win
Last contact: 2026-07-19
22d
Next: Schedule follow-up call
Qualify
Pauline Brakus
Cold Outreach
New Lead
51
$6.0M
11% win
Last contact: 2026-06-26
1d
Next: Review risk questionnaire
Qualify
Waldo Gusikowski-Wintheiser
Event
New Lead
$7.5M
14% win
Last contact: 2026-07-21
1d
Next: Send information packet
Qualify
Qualified
10
$38.0M
Alycia Gutmann
Margaret Thornton
Qualified
85
$4.9M
40% win
Last contact: 2026-07-10
5d
Next: Onboarding meeting
Qualify
Tyrese Reichert
Website
Qualified
$5.4M
25% win
Last contact: 2026-07-13
18d
Next: Schedule follow-up call
Qualify
Suzanne Braun
LinkedIn
Qualified
68
$1.7M
35% win
Last contact: 2026-07-20
14d
Next: Send proposal
Qualify
Claudia Boehm
Seminar
Qualified
$3.5M
32% win
Last contact: 2026-06-22
18d
Next: Schedule follow-up call
Qualify
Maribel Welch
Cold Outreach
Qualified
85
$1.8M
27% win
Last contact: 2026-07-20
3d
Next: Send proposal
Qualify
Domenick Nitzsche
Event
Qualified
$4.5M
42% win
Last contact: 2026-07-15
15d
Next: Schedule follow-up call
Qualify
Marjorie Gulgowski
Patricia Goldstein
Qualified
85
$2.0M
28% win
Last contact: 2026-07-16
22d
Next: Review risk questionnaire
Qualify
Clara Prohaska
Website
Qualified
$7.1M
45% win
Last contact: 2026-07-20
17d
Next: Send information packet
Qualify
Marguerite Paucek
LinkedIn
Qualified
68
$2.2M
37% win
Last contact: 2026-07-03
17d
Next: Follow up on proposal
Qualify
Andreane Carter-O'Kon
Seminar
Qualified
$4.9M
45% win
Last contact: 2026-07-19
12d
Next: Send information packet
Qualify
Proposal Sent
8
$27.7M
Rhianna Davis
Cold Outreach
Proposal Sent
68
$4.3M
54% win
Last contact: 2026-07-14
26d
Next: Send proposal
Qualify
Shanel Stroman
Event
Proposal Sent
$5.8M
41% win
Last contact: 2026-07-11
8d
Next: Follow up on proposal
Qualify
Alyssa Green
Margaret Thornton
Proposal Sent
68
$1.3M
57% win
Last contact: 2026-07-13
5d
Next: Review risk questionnaire
Qualify
Diana Tremblay
Website
Proposal Sent
$5.9M
41% win
Last contact: 2026-07-06
12d
Next: Send proposal
Qualify
Milton Weber
LinkedIn
Proposal Sent
100
$364K
48% win
Last contact: 2026-07-10
7d
Next: Schedule discovery call
Qualify
Lottie Shanahan
Seminar
Proposal Sent
$1.3M
60% win
Last contact: 2026-07-13
23d
Next: Schedule discovery call
Qualify
Melissa McKenzie
Cold Outreach
Proposal Sent
68
$1.9M
42% win
Last contact: 2026-07-10
28d
Next: Follow up on proposal
Qualify
Marcellus Kovacek
Event
Proposal Sent
$6.9M
54% win
Last contact: 2026-07-17
18d
Next: Send information packet
Qualify
Negotiating
6
$23.4M
Deshawn Rodriguez
Patricia Goldstein
Negotiating
68
$410K
69% win
Last contact: 2026-07-04
8d
Next: Onboarding meeting
Qualify
Hilbert Turner
Website
Negotiating
$6.3M
73% win
Last contact: 2026-07-18
28d
Next: Review risk questionnaire
Qualify
Carrie Graham
LinkedIn
Negotiating
68
$3.9M
58% win
Last contact: 2026-07-11
24d
Next: Send proposal
Qualify
Koby Cormier
Seminar
Negotiating
$4.3M
66% win
Last contact: 2026-07-19
19d
Next: Send proposal
Qualify
Sylvia Price
Cold Outreach
Negotiating
51
$4.4M
70% win
Last contact: 2026-07-13
21d
Next: Schedule follow-up call
Qualify
Ben Muller
Event
Negotiating
$4.1M
67% win
Last contact: 2026-06-25
4d
Next: Review risk questionnaire
Qualify
Closed Won
5
$22.3M
Bernardo Stehr
Margaret Thornton
Closed Won
34
$1.2M
Won · 2026-07-14
Last contact: 2026-07-18
Convert
Alan Wuckert
Website
Closed Won
$6.8M
Won · 2026-07-10
Last contact: 2026-07-19
Convert
Miranda Wintheiser
LinkedIn
Closed Won
51
$5.1M
Won · 2026-07-22
Last contact: 2026-07-10
Convert
Gina Ledner
Seminar
Closed Won
$4.0M
Won · 2026-07-04
Last contact: 2026-07-22
Convert
Pauline Schiller
Cold Outreach
Closed Won
51
$5.2M
Won · 2026-07-06
Last contact: 2026-07-18
Convert
Closed Lost
4
$16.8M
Clarence Spinka
Event
Closed Lost
$1.2M
Lost · 2026-06-22
Last contact: 2026-07-21
Mario Breitenberg
Patricia Goldstein
Closed Lost
68
$6.9M
Lost · 2026-06-24
Last contact: 2026-07-09
Lea Kilback
Website
Closed Lost
$5.1M
Lost · 2026-07-14
Last contact: 2026-07-15
Doris Emmerich
LinkedIn
Closed Lost
51
$3.5M
Lost · 2026-06-24
Last contact: 2026-07-21
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