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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
/
Domenick Nitzsche
Domenick Nitzsche
domenick_nitzsche62@hotmail.com
0
Qualified
Event
Expected AUM
$4,542,701
Win Probability
42%
Last Contact
Aug 29, 2026
Next Action
Schedule follow-up call
Qualify Prospect
Convert to Client
Domenick Nitzsche — CRM Prospects — Fintech Copilot