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Fintech Copilot
v4.0.0
Branch Desktop
JB
John Balboa
Today
CRM
Pipeline
Clients
Practice
Planning
Estate
CRM
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Inbox
6
Tasks
4
Communications
Prospects
Proposals
Clients
Compliance
3
Relationships
CRM
Today
CRM
Pipeline
Clients
Practice
Planning
Estate
CRM
/
Prospects
/
Waldo Gusikowski-Wintheiser
Waldo Gusikowski-Wintheiser
waldo.gusikowski-wintheiser@yahoo.com
0
New Lead
Event
Expected AUM
$7,457,465
Win Probability
14%
Last Contact
Sep 4, 2026
Next Action
Send information packet
Qualify Prospect
Convert to Client
Waldo Gusikowski-Wintheiser — CRM Prospects — Fintech Copilot