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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
/
Bernardo Stehr
Bernardo Stehr
bernardo.stehr95@gmail.com
34
Closed Won
Referral
Expected AUM
$1,184,688
Win Probability
100%
Last Contact
Sep 1, 2026
Next Action
Review risk questionnaire
BANT Qualification
Budget
Authority
Need
Timeline
Fit
Engagement
Qualify Prospect
Bernardo Stehr — CRM Prospects — Fintech Copilot