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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
/
Shanel Stroman
Shanel Stroman
shanel_stroman@gmail.com
0
Proposal Sent
Event
Expected AUM
$5,779,342
Win Probability
41%
Last Contact
Aug 25, 2026
Next Action
Follow up on proposal
Qualify Prospect
Convert to Client
Shanel Stroman — CRM Prospects — Fintech Copilot