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CurrentClient
Salt Lake City, UT
Serving Clients Nationwide
Compliant texting beautifully done for advisors
Service Provider Categories
- Client Engagement
Overview
CurrentClient streamlines communication between professionals and their clients through text, calls, surveys, and video all within a single, user-friendly platform. As compliance becomes a bigger priority for all advisors, we follow the latest A2P DLC regulations where part of your onboarding is registering your business according to these regulations. Have compliance requirements for your firm? We can archive all messages to your email and also work to build out a custom integration directly with your archives.🤝 Integrate with your CRM
Automatically sync your contacts to the CurrentClient app where your conversation history will be synced back to the client record in your CRM plus other shortcuts to make it feel like an extension of your CRM. We currently support several platforms including Wealthbox, Redtail, HubSpot, MedicarePro and more!
🏅 Team Mode
Get the team together and stay on the same page with a shared inbox where everyone will know what is being sent to a client at any time. We call it the "On the Same Page" inbox where you can even see if someone on your team is typing
🎥 Send Videos as their Own Webpage
Our video shell generator turns any Loom video into a cleaned up webpage so advisors can present themselves in a confident and compliant way
Primary Location
Salt Lake City, Utah
Services Provided
- Other
What to expect in the first meeting
We will complete a personalized demo reviewing the scope of the tool and setup your free trial. What can you expect from the demo? Friendly conversation, some questions on how you operate now and ideas on how CurrentClient can help!Badges
Special Offer
Financial Advisors: Join Wealthtender today to grow your business and unlock valuable discounts from our industry partners.
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