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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
/
Milton Weber
Milton Weber
milton.weber@yahoo.com
100
Proposal Sent
LinkedIn
Expected AUM
$364,172
Win Probability
48%
Last Contact
Aug 24, 2026
Next Action
Schedule discovery call
BANT Qualification
Budget
Authority
Need
Timeline
Fit
Engagement
Qualify Prospect
Convert to Client
Milton Weber — CRM Prospects — Fintech Copilot