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Fintech Copilotv4.0.0

Branch Desktop

  • Today
  • CRM
  • Pipeline
  • Clients
  • Practice
  • Planning
  • Estate

© 2026 Fintech Copilot — Branch Desktop v4.0.0·Designed & developed by John Balboa

Dashboard·For authorized advisor use only.
  • Today
  • CRM
  • Pipeline
  • Clients
  • Practice
  • Planning
  • Estate

Pipeline

36 active deals · 45 prospects across the funnel

Manage prospects
  • Pipeline value$140.0MOpen expected AUM
  • Weighted$49.6MBy win probability
  • Active deals36Open prospects
  • Closed won5All-time
  • Win rate56%Won vs. decided
  • Stalled030+ days in stage

Needs attention

6 now · 9 today · 2 this week — everything else can wait.

Lead pipeline(9)

All prospects

  • Start onboarding — convert to client

    Now

    Alan Wuckert · $6.8M expected AUM

    Deal won but onboarding never started · Won 12d ago

    Open

  • Start onboarding — convert to client

    Now

    Pauline Schiller · $5.2M expected AUM

    Deal won but onboarding never started · Won 16d ago

    Open

  • Start onboarding — convert to client

    Now

    Gina Ledner · $4.0M expected AUM

    Deal won but onboarding never started · Won 18d ago

    Open

  • Start onboarding — convert to client

    Now

    Miranda Wintheiser · $5.1M expected AUM

    Deal won but onboarding never started · Won today

    Open

  • Start onboarding — convert to client

    Now

    Bernardo Stehr · $1.2M expected AUM

    Deal won but onboarding never started · Won 8d ago

    Open

+4 more ranked below the cut — none urgent.

Active clients(8)

All tasks

  • Review beneficiary designations

    Now

    Destany Nikolaus · Tier C · $200K AUM

    Urgent priority · Overdue 13d

    Open

  • Complete KYC documentation

    Today

    Eleanor Schuppe · Tier B · $974K AUM

    High priority · Overdue 14d

    Open

  • Prepare RMD calculation and setup

    Today

    Bruce Goldner-Swift · Tier B · $547K AUM

    High priority · Overdue 18d

    Open

  • Review life insurance coverage

    Today

    Practice task · Internal

    High priority · Overdue 14d

    Open

  • Schedule quarterly review meeting

    Today

    Jacob Thompson · Tier B · $211K AUM

    On the clock · Due today

    Open

+3 more ranked below the cut — none urgent.

Drag a card by its handle to move it between stages.

AcquireSourced leads not yet qualified

New Lead

12 · $50.9M
Waldo Gusikowski-Wintheiser

Event

$7.5M
Send information packet

1d in New Lead

SCSarah Chen · 2026-07-21
Wilson Keebler

Event

$6.8M
Send proposal

21d in New Lead

JBJohn Balboa · 2026-06-20
Pauline Brakus

Cold Outreach

51
$6.0MPartial fit
Review risk questionnaire

1d in New Lead

JBJohn Balboa · 2026-06-26
Roman Quitzon

Seminar

$5.3M
Schedule follow-up call

22d in New Lead

DKDavid Kim · 2026-07-19
Matt Runte

Cold Outreach

85
$5.3MStrong fit
Review risk questionnaire

22d in New Lead

DKDavid Kim · 2026-07-11
Aniyah Hettinger-Dietrich

LinkedIn

68
$4.8MPartial fit
Onboarding meeting

13d in New Lead

ERElena Rodriguez · 2026-07-17
Leilani Connelly

Website

$3.4M
Follow up on proposal

4d in New Lead

SCSarah Chen · 2026-07-18
Violet Marquardt-Miller

LinkedIn

68
$3.2MPartial fit
Send proposal

16d in New Lead

MWMarcus Williams · 2026-07-21
Ira Durgan-Mertz

Seminar

$2.7M
Send proposal

3d in New Lead

ERElena Rodriguez · 2026-07-16
Leon Abernathy

Referral

34
$2.4MWeak fit
Margaret Thornton
Send proposal

1d in New Lead

JBJohn Balboa · 2026-07-04
Angie Muller

Referral

51
$2.2MPartial fit
Patricia Goldstein
Onboarding meeting

1d in New Lead

SCSarah Chen · 2026-07-21
Ian Lindgren

Website

$1.4M
Schedule follow-up call

19d in New Lead

MWMarcus Williams · 2026-07-09
QualifyBANT confirmed — a real opportunity

Qualified

10 · $38.0M
Clara Prohaska

Website

$7.1M
Send information packet

17d in Qualified

DKDavid Kim · 2026-07-20
Tyrese Reichert

Website

$5.4M
Schedule follow-up call

18d in Qualified

ERElena Rodriguez · 2026-07-13
Andreane Carter-O'Kon

Seminar

$4.9M
Send information packet

12d in Qualified

SCSarah Chen · 2026-07-19
Alycia Gutmann

Referral

85
$4.9MStrong fit
Margaret Thornton
Onboarding meeting

5d in Qualified

MWMarcus Williams · 2026-07-10
Domenick Nitzsche

Event

$4.5M
Schedule follow-up call

15d in Qualified

MWMarcus Williams · 2026-07-15
Claudia Boehm

Seminar

$3.5M
Schedule follow-up call

18d in Qualified

JBJohn Balboa · 2026-06-22
Marguerite Paucek

LinkedIn

68
$2.2MPartial fit
Follow up on proposal

17d in Qualified

JBJohn Balboa · 2026-07-03
Marjorie Gulgowski

Referral

85
$2.0MStrong fit
Patricia Goldstein
Review risk questionnaire

22d in Qualified

ERElena Rodriguez · 2026-07-16
Maribel Welch

Cold Outreach

85
$1.8MStrong fit
Send proposal

3d in Qualified

SCSarah Chen · 2026-07-20
Suzanne Braun

LinkedIn

68
$1.7MPartial fit
Send proposal

14d in Qualified

DKDavid Kim · 2026-07-20
ConvertProposal out, terms in motion

Proposal Sent

8 · $27.7M
Marcellus Kovacek

Event

$6.9M
Send information packet

18d in Proposal Sent

DKDavid Kim · 2026-07-17
Diana Tremblay

Website

$5.9M
Send proposal

12d in Proposal Sent

JBJohn Balboa · 2026-07-06
Shanel Stroman

Event

$5.8M
Follow up on proposal

8d in Proposal Sent

ERElena Rodriguez · 2026-07-11
Rhianna Davis

Cold Outreach

68
$4.3MPartial fit
Send proposal

26d in Proposal Sent

MWMarcus Williams · 2026-07-14
Melissa McKenzie

Cold Outreach

68
$1.9MPartial fit
Follow up on proposal

28d in Proposal Sent

ERElena Rodriguez · 2026-07-10
Alyssa Green

Referral

68
$1.3MPartial fit
Margaret Thornton
Review risk questionnaire

5d in Proposal Sent

DKDavid Kim · 2026-07-13
Lottie Shanahan

Seminar

$1.3M
Schedule discovery call

23d in Proposal Sent

MWMarcus Williams · 2026-07-13
Milton Weber

LinkedIn

100
$364KStrong fit
Schedule discovery call

7d in Proposal Sent

SCSarah Chen · 2026-07-10

Negotiating

6 · $23.4M
Hilbert Turner

Website

$6.3M
Review risk questionnaire

28d in Negotiating

SCSarah Chen · 2026-07-18
Sylvia Price

Cold Outreach

51
$4.4MPartial fit
Schedule follow-up call

21d in Negotiating

DKDavid Kim · 2026-07-13
Koby Cormier

Seminar

$4.3M
Send proposal

19d in Negotiating

ERElena Rodriguez · 2026-07-19
Ben Muller

Event

$4.1M
Review risk questionnaire

4d in Negotiating

JBJohn Balboa · 2026-06-25
Carrie Graham

LinkedIn

68
$3.9MPartial fit
Send proposal

24d in Negotiating

MWMarcus Williams · 2026-07-11
Deshawn Rodriguez

Referral

68
$410KPartial fit
Patricia Goldstein
Onboarding meeting

8d in Negotiating

JBJohn Balboa · 2026-07-04
CloseWon or lost — deal resolved

Closed Won

5 · $22.3M
Alan Wuckert

Website

$6.8M
Closed won · 2026-07-10
MWMarcus Williams · 2026-07-19
Pauline Schiller

Cold Outreach

51
$5.2MPartial fit
Closed won · 2026-07-06
JBJohn Balboa · 2026-07-18
Miranda Wintheiser

LinkedIn

51
$5.1MPartial fit
Closed won · 2026-07-22
ERElena Rodriguez · 2026-07-10
Gina Ledner

Seminar

$4.0M
Closed won · 2026-07-04
DKDavid Kim · 2026-07-22
Bernardo Stehr

Referral

34
$1.2MWeak fit
Margaret Thornton
Closed won · 2026-07-14
SCSarah Chen · 2026-07-18

Closed Lost

4 · $16.8M
Mario Breitenberg

Referral

68
$6.9MPartial fit
Patricia Goldstein
Closed lost · 2026-06-24
MWMarcus Williams · 2026-07-09
Lea Kilback

Website

$5.1M
Closed lost · 2026-07-14
ERElena Rodriguez · 2026-07-15
Doris Emmerich

LinkedIn

51
$3.5MPartial fit
Closed lost · 2026-06-24
DKDavid Kim · 2026-07-21
Clarence Spinka

Event

$1.2M
Closed lost · 2026-06-22
SCSarah Chen · 2026-07-21