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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
/
Carrie Graham
Carrie Graham
carrie_graham89@yahoo.com
68
Negotiating
LinkedIn
Expected AUM
$3,897,508
Win Probability
58%
Last Contact
Aug 25, 2026
Next Action
Send proposal
BANT Qualification
Budget
Authority
Need
Timeline
Fit
Engagement
Qualify Prospect
Convert to Client
Carrie Graham — CRM Prospects — Fintech Copilot