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/Sylvia Price

Sylvia Price

sylvia.price@hotmail.com

51

NegotiatingCold Outreach

Expected AUM$4,431,126

Win Probability70%

Last ContactAug 27, 2026

Next ActionSchedule follow-up call

BANT Qualification

Budget

Authority

Need

Timeline

Fit

Engagement

Audit History

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

Sylvia Price — CRM Prospects — Fintech Copilot