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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
/
Ian Lindgren
Ian Lindgren
ian_lindgren@gmail.com
0
New Lead
Website
Expected AUM
$1,354,172
Win Probability
15%
Last Contact
Aug 23, 2026
Next Action
Schedule follow-up call
Qualify Prospect
Convert to Client
Ian Lindgren — CRM Prospects — Fintech Copilot