Copperline Systems

Financial Services

growth

Primary Contact

Sam Reyes

Contract Value

$95,000

Renewal Date

Aug 20, 2025

Active Outcomes

Outcomes

Establish executive sponsorship for platform expansion

Target: Feb 28, 2025

Copperline wins industry award

They won the FinTech Innovation Award. Good PR opportunity for us too.

about 1 year ago

Business case draft sent for review

Shared the expansion business case with Sam and Marcus. Awaiting their feedback.

about 1 year ago

Sam introduced me to VP of Operations

Had a great 15-minute intro call with VP Marcus Webb. He's interested but cautious. Scheduled follow-up for next week.

about 1 year ago

Send Copperline expansion proposal

activeJan 27