Skip to main content
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
/
Angie Muller
Angie Muller
angie.muller@hotmail.com
51
New Lead
Referral
Expected AUM
$2,245,096
Win Probability
12%
Last Contact
Sep 4, 2026
Next Action
Onboarding meeting
BANT Qualification
Budget
Authority
Need
Timeline
Fit
Engagement
Qualify Prospect
Convert to Client
Angie Muller — CRM Prospects — Fintech Copilot