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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
CRM
/
Prospects
/
Ira Durgan-Mertz
Ira Durgan-Mertz
ira_durgan-mertz@hotmail.com
0
New Lead
Seminar
Expected AUM
$2,720,491
Win Probability
18%
Last Contact
Aug 30, 2026
Next Action
Send proposal
Qualify Prospect
Convert to Client
Ira Durgan-Mertz — CRM Prospects — Fintech Copilot