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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
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Melissa McKenzie
Melissa McKenzie
melissa.mckenzie4@yahoo.com
68
Proposal Sent
Cold Outreach
Expected AUM
$1,889,313
Win Probability
42%
Last Contact
Aug 24, 2026
Next Action
Follow up on proposal
BANT Qualification
Budget
Authority
Need
Timeline
Fit
Engagement
Qualify Prospect
Convert to Client
Melissa McKenzie — CRM Prospects — Fintech Copilot