CurrentClient

CurrentClient is an outstanding communications platform tailored specifically for financial advisors. It offers a seamless mix of text and voice enabling advisors to connect with clients in a personalized and compliant way. The automated CRM integration, follow-up reminders, and intuitive interface make managing client interactions easy and efficient. What sets CurrentClient apart is its strong focus on compliance, client experience, and team collaboration. With excellent phone-based customer support, it’s a reliable tool that truly helps streamline the sales cycle and elevate advisory practices. – MarGo Financial

There isn't an advisor tech team out there that comes close to matching CurrentClient's response time or personalization. They are lightning fast to respond to and address issues--I truly do not know how they do it. Beyond their communication/service level, which alone would have been enough for us to feel our transition was worth it, CurrentClient is transforming our 14-member team's experience with client communication. They've helped us leave behind the difficult-to-manage conversation silos of the past to a truly collaborative, bullpen-approach to client communication. CurrentClient has already significantly accelerated our response time to clients, simplified the data collection process for those lingering items, and improved our efficiency internally from an operational standpoint through an integration with Wealthbox that ACTUALLY works like it should. IYKYK. I cannot recommend them highly enough.

“We’ve been using Current Client for our phone service, and it’s been fantastic. The call quality is crystal clear, reliability has been top-notch, and the features make communication seamless for our team. Their customer support is responsive and helpful whenever we need assistance. Highly recommend for any business looking for a dependable business phone solution!”