Vertex FinTech
Status
Next Best Action
Next step overdue on deal "Vertex FinTech — Onboarding Agent": Schedule discovery
$6,000/mo
Retainer / mo
4
Open deals
6
Open tasks
6
Overdue
29-06-2026
Last touch
—
Next meeting
Contacts (2)
- Adam Klein · CTO
- Sarah Cohen · CEO
Payments · $30,000
- $6,000 · Retainer · Retainer · 2026-06-04
- $6,000 · Retainer · Retainer · 2026-05-05
- $6,000 · Retainer · Retainer · 2026-04-06
- $6,000 · Retainer · Retainer · 2026-03-07
- $6,000 · Retainer · Retainer · 2026-02-06
Activity
20-06-2026 20:18 · Meeting · Ethan Kaplan · Sarah Cohen
CEO confirmed appetite for an enterprise tier; milestones under discussion.
19-06-2026 20:18 · Call · Ethan Kaplan · Adam Klein
Reviewed escalation requirements; CTO wants stricter human review thresholds.