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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
/
Lottie Shanahan
Lottie Shanahan
lottie_shanahan@yahoo.com
0
Proposal Sent
Seminar
Expected AUM
$1,276,974
Win Probability
60%
Last Contact
Aug 27, 2026
Next Action
Schedule discovery call
Qualify Prospect
Convert to Client
Lottie Shanahan — CRM Prospects — Fintech Copilot