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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
/
Clara Prohaska
Clara Prohaska
clara_prohaska25@yahoo.com
0
Qualified
Website
Expected AUM
$7,116,338
Win Probability
45%
Last Contact
Sep 3, 2026
Next Action
Send information packet
Qualify Prospect
Convert to Client
Clara Prohaska — CRM Prospects — Fintech Copilot