Skip to main content
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
/
Clarence Spinka
Clarence Spinka
clarence_spinka@yahoo.com
0
Closed Lost
Event
Expected AUM
$1,235,400
Win Probability
0%
Last Contact
Sep 4, 2026
Next Action
Onboarding meeting
Qualify Prospect
Clarence Spinka — CRM Prospects — Fintech Copilot