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Vertex FinTech
Active Client · EK Ethan Kaplan · AI Agents · site ↗
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
5
Overdue
29-06-2026
Last touch
—
Next meeting
OverviewDealsTasksMeetingsNotesFiles

Deals (5)

Vertex FinTech — Support Suite
USD 38000 · Ethan Kaplan
Vertex FinTech — Enterprise Tier
USD 45000 · Ethan Kaplan
Vertex FinTech — Onboarding Agent
USD 22000 · Ethan Kaplan
Vertex FinTech — KYC Assistant
USD 30000 · Ethan Kaplan
Vertex FinTech — Support Agent
USD 36000 · Ethan Kaplan