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
/
Mario Breitenberg
Mario Breitenberg
mario.breitenberg3@yahoo.com
68
Closed Lost
Referral
Expected AUM
$6,907,182
Win Probability
0%
Last Contact
Aug 23, 2026
Next Action
Schedule discovery call
BANT Qualification
Budget
Authority
Need
Timeline
Fit
Engagement
Qualify Prospect
Mario Breitenberg — CRM Prospects — Fintech Copilot