Skip to main content

Fintech Copilotv4.0.0

Branch Desktop

Today
CRM
Pipeline
Clients
Practice
Planning
Estate

CRM

Calendar Inbox6 Tasks4 Communications Prospects Proposals Clients Compliance3 Relationships

CRM

© 2026 Fintech Copilot — Branch Desktop v4.0.0Designed & developed by John Balboa

Dashboard·For authorized advisor use only.

Today
CRM
Pipeline
Clients
Practice
Planning
Estate

CRM/Prospects/Hilbert Turner

Hilbert Turner

hilbert.turner6@hotmail.com

0

NegotiatingWebsite

Expected AUM$6,334,020

Win Probability73%

Last ContactSep 1, 2026

Next ActionReview risk questionnaire

Audit History

No audit history yet. Stage transitions and BANT updates will appear here.

Hilbert Turner — CRM Prospects — Fintech Copilot