Solid!
As a founder of a RIA, this is EXACTLY what I need. So many great features and they are constantly improving. I switched from Microsoft Teams, and I’d recommend checking them out if you use another VoIP. Also they are very responsive and open to feedback. Great experience so far!
No better Option for advisors
The CurrentClient team is really impressive and the mobile and web app are everything you’d want as an advisor trying to communicate to clients. Group texts, CRM syncing and of course compliance archiving
Excellent Advisor Experience
Long time CurrentClient user. Lot the advisor experience on both mobile and the web. Excited to see what Dustin builds next!
Best Phone Platform for Financial Advisors!
CurrentClient has transformed how my team communicates with our clients. It’s modern and connects with our most important tools!
Best phone system for soloRIA and mid-sized firms
White glove onboarding, archive friendly texting, group texting (for the spouses), second to none for advisors intent on communicating with clients where they prefer to communicate.
Intuitive, Easy, Fun, Forward Thinking, Best in Class
Has taken our client communication to a new level. The platform and team behind are top notch.
My best tech
I couldn’t live without CurrentClient! Love the app no complaints!
Great client communication tool
So happy to have found CurrentClient to address not just my compliant text messaging with clients, but also to allow me to utilize interactive surveys and branded video messaging.
Well designed, a pleasure to use, and a founder/developer who is laser focused on improving the product based on user feedback
Well designed, a pleasure to use, and a founder/developer who is laser focused on improving the product based on user feedback
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Terrific tech 9 yr advisor
The great thing about CurrentClient is that the company has a great product that works and they’re hungrily improving it. Those are key. Get on board!
My best tech
I couldn’t live without CurrentClient! Love the app no complaints!
Excellent Advisor Experience
Long time CurrentClient user. Lot the advisor experience on both mobile and the web. Excited to see what Dustin builds next!
Love it!
Best phone app for professional service businesses ever!!
Best Phone Platform for Financial Advisors!
CurrentClient has transformed how my team communicates with our clients. It’s modern and connects with our most important tools!
Best Product in the Space
Amazing product. Amazing team. Excellent customer service. Leave your legacy provider behind and switch to CC
Most used item in my business...
I work with mostly individuals who are below the age of 50. They expect texting to be a part of their communication with me.
CurrentClient is the number one tool I use in my business to help make a positive impact in my clients lives.
Highly recommend for any advisor who's looking to add a tool that truly goes above and beyond expectations.
CurrentClient is the number one tool I use in my business to help make a positive impact in my clients lives.
Highly recommend for any advisor who's looking to add a tool that truly goes above and beyond expectations.
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Best phone/text app
I’ve been using this app for over a year now and it’s the best app I’ve used for texting automation. Simple to use and very powerful.
Best Phone System App on the Market
It speaks for itself....... It's a must have in the tech stack
Financial Advisors Dream!
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
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Exception Phone & Tool
CurrentClient has been amazing, it allows you to not only call and text your clients compliantly, but schedule, text messages, automate birthday, text messages, send branded audio messages, as well as branded videos to clients. It will easily help you deepen your relationships and is one of the best investments in technology I’ve made.
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Head & Shoulders Above The Rest
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.
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