Porting a number is now really simple with our port request page! Give us a little info on the number and then we will take it from there. You can view the status as we make progress getting your port done. Very excited to get this part of onboarding much smoother!
CurrentClient
Software Development
Provo, Utah 211 followers
Compliant Communication for Wealth Advisors.
About us
The Client Engagement App for Professionals Text, Call, Survey, Video - all in one easy-to-use app
- Website
-
https://www.currentclient.com/
External link for CurrentClient
- Industry
- Software Development
- Company size
- 2-10 employees
- Headquarters
- Provo, Utah
- Type
- Privately Held
- Founded
- 2022
Locations
-
Primary
Get directions
Provo, Utah, US
Employees at CurrentClient
Updates
-
We love when firms bring their archiver to us! Very happy to add two more archivers to our growing list of supported archivers: Greenboard MirrorWeb Looking forward to sending all our sms data over to you for compliant capture. May you archive it well.
-
-
v 0.100.4 Another big step towards building the best phone app for advisors. - Deepest integration with your CRM on the market - True native phone experience (not just call forwarding... iykyk) - Thoughtful automations that give you leverage ...And we wouldn't be a true startup if we didn't say it... We are just getting started 🚀
-
-
📞 1️⃣ 2️⃣ 3️⃣ New custom ring ordering! Folks have been asking for this and very excited to share that you can now set custom ring ordering for incoming calls! And it's very simple to setup... just drag and drop to sort who should get ringed first. You now have 3 options for how to handle incoming calls: 1) Ring the team all at once 2) Ring the team in a custom ring order 3) Ring the team in a random order... b/c yolo
-
-
"One 7-min presentation for Dustin. One giant leap for CurrentClient!" Humbled and grateful to win "Best in Show" at the XYPN advice tech competition and a nice nod to what's to come. Pretty solid track record when you look at the past winners... Snappy Kraken, Vestwell, Holistiplan and Income Lab! Let's keep it rolling!
-
-
Do you remember a time when the things we wrote and things we read were HUMAN generated? haha Ai has really changed the game in a lot of ways. But, when it comes to putting a touch of personalization on something, Humans still have the edge. Come join us and the Wealthbox team Thursday 24th (tomorrow) to think about ways you can personalize your communication but also automate just enough to give you some leverage!
👀 TOMORROW: Join CurrentClient + Wealthbox to learn more about delivering a personalized client experience. Register now 👉 https://lnkd.in/gx9UDdzV
-
-
Our first conference ever! Thank you XYPN for the hard work bringing so many world-class folks together.
Meet the Future of Financial Tech at the #XYPNLIVE AdviceTech Competition. The 2024 Best In Show Winner was CurrentClient and this year's Advicers Choice was Quivr CRM → https://hubs.ly/Q02V5kW_0 Special thanks to judges: Craig Iskowitz, Michael Kitces, Bill Winterberg, CFP®, and Rachel Witkowski The 2024 Finalists: FinMate AI, Trayecto, Jump - Advisor AI, and Testimonial iQ
-
And we interrupt this broadcast with a brief word from our sponsor....
🕛 2025: Surrender. Intro to CurrentClient series. Part 5 of 5. Still with me? Thanks for reading. Part of me didn’t want to write this out until I ‘made it’. But I think thats the point of all of this, right? There is no ‘made it’. Start ups, are just one tough problem after another. You will have seasons of perceived stability… but think about it.. what is the goal of a business? You are trying to build a box that has some orderly and consistent function that you give $1 and it spits back $2. In a world that is naturally pulling things into chaos and disorder. So why do it? For me.. there is 1 thing that I have found this business has taught me, or I should say, forced me into deeper… Surrender. When you start to sense something you want so bad is slipping away, what is your natural reaction? Its to hold on tighter.. get a firmer grip.. bear down and smother it. This though, creates tension and scarcity. Your thoughts begin to collapse in on themselves and get smaller and smaller. You begin to focus on the littlest thing, thinking you can at least control that, but its trivial at best, just tinkering. Instead, and the point of all of this, is I have already “made it”. It’s the surrender in life that you actually want. That is when you can escape the judgement of others and yourself and just settle in and enjoy where you are at, what you are doing and who you are with. Maybe not where you thought this was all going right? haha. But this is probably the only outcome that anybody and everybody can achieve and will actually be the greatest victory. As I have leaned into the surrender during 2024 (doesn’t mean you don’t still keep working your butt off, im working more earnestly than ever before), its been incredible to see how things begin to naturally start aligning. You can have more abundant thoughts, that are ever expanding, to include more people, more ideas, more insights, more strength. And that leads us to why, as I said in part 1, I am more excited than ever about CurrentClient and 2025! Things have come together for me in ways I wouldn’t have imagined at the start of the year. Team, product insights, market opportunity. And I have my north star: - Build mission critical software - that people love so much - that they will put you in their phone dock - and be the last bill they would want to give up. CurrentClient will be the best phone app a financial advisor could pick up and use. It’s audacious and a hard app to build. But this needs to exist and we are set on building it. Not a phone for tire shops, car dealerships, jewelry stores, sales people. Those are out there... But a phone for financial advisors, that knows their CRM, their compliance requirements, their back office workflows and can do more than just make a call, and send a text, but is a high utility tool that nudges them into greater relationships with clients. That is our stake in the ground and we are going for it. - dustin oct 11 2024 3:33 pm
-