CurrentClient - Loved by Advisors!
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| Advisor | Testimonial |
|---|---|
| Kyle Hammerschmidt Mokan Wealth Management |
Value on day 1 Easy to use, and implement into client communication process day 1. CurrentClient has enhanced our client and prospect touchpoint systems. |
| Jack Csenge Csenge Advisory Group |
Shortened sales cycle With CurrentClient, the client experience is so much better, we are more unified as a team, and we shortened the sales cycle using a few simple automations. |
| Toney Falkner PWM of NC |
More efficient Staying in touch with clients is so much easier and more efficient while also staying compliant. Also, the CurrentClient team is super responsive to ideas and suggestions from us. |
| Sonya Morgan Frankenberry Insurance Group |
Another touch point Clients have really enjoyed having the capability of text. It gives us another touch point with our clients. And the CurrentClient team has been amazing to work with, quick and reliable! |
| Russ Thornton Wealthcare for Women |
A joy to use Having tried several compliant advisor texting and communication solutions, I'm so happy to have found CurrentClient. Thoughtfully designed and a joy to use! |
| Brooke Smith Golden Years Insurance |
A versatile tool From sending warm birthday wishes to informing them about any updates in their coverage, this platform has proven to be a versatile tool. |
| James Carlson Carlson Planning Co |
Plug-and-play Using CurrentClient has been so nice. The text message CRM roll-ups, mobile forms, and CRM integrations make it plug-and-play to communicate with my clients how they want, whether it's via text or phone. |
| Rob Rockey 1st Choice Health Plans |
Professional service Current Client is consistently outstanding, exceeding my expectations every time. I was completely impressed with their professionalism and customer service. Pricing is fair and transparent - definitely value for money. |
| Matt Arndt Gallatin Financial |
Awesome tool Current Client is an awesome tool for staying in touch with my clients and prospects. |
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