Integrations /Communication Tools
Get started with Wealthbox + CurrentClient
Modern CRM integrated with client engagement software to engage and nurture clients!
Integrations /Communication Tools
Modern CRM integrated with client engagement software to engage and nurture clients!
Overview
CurrentClient is a modern client engagement app for financial advisors. The app allows advisors to text, call, survey, and send out video all in one app. The integration with Wealthbox will automatically sync client data from Wealthbox to the CurrentClient app. As communication activity occurs in CurrentClient, it will then be pushed back to the client’s record in Wealthbox.
Wealthbox contacts sync automatically with the CurrentClient platform.
Advisors can easily connect with their clients using the text and call features directly from the “inbox” view in CurrentClient.
When client communication is complete, CurrentClient will send a note back to the Wealthbox Contact Record with the activity history.
“Working with Wealthbox was a natural next step for CurrentClient because of our shared value of making something powerful, beautiful, and easy to use. We are really excited to bring CurrentClient to the Wealthbox community and help advisors engage with their clients.”
Dustin Belliston
Founder, CurrentClient
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