CurrentClient @currentclient
Modern phone for financial advisors. Communicate with your clients without friction. ↳ Hyper-integrated. ↳ Compliance ready. ↳ Thoughtfully designed. ✌︎ currentclient.com USA Joined March 2025-
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We are now connected with @QuivrCRM! Webinar coming soon with the Quivr team to show this off. Some pretty fancy stuff they have done over their to make Salesforce more digestible and streamlined for advisors. Thank you Quivr for working on this integration with us!
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🔌 New Slack integration! If your team is living in Slack, don't need to leave, we can now meet you right there in your channel! We support sending these notifications as well as a full sent/received sms log. 💬 New message 📳 Missed call 🗣️ New voicemail ☎️ Call recordings
🔌New Google Drive Integration. You can now get all of your call recordings added to Google Drive. 🔒 Own your data very easily 🔀 Run automations for each recording Available in app today.
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Bill Winterberg, CFP�... @BillWinterberg
23K Followers 10K Following You can find me over on LinkedIn and also on the 🦋 site
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93K Followers 462 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
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