CurrentClient

About CurrentClient

CurrentClient provides a modern, compliant phone system and communication suite designed for financial advisors. The platform integrates with CRMs to sync contacts, automates conversations, and offers features like call transcripts, AI-powered call summaries, live contact suggestions, and a unified timeline of calls and texts. It includes tools for SMS campaigns, scheduling messages, team collaboration, and archiving to meet regulatory requirements for advisor communications. The company targets financial advisory firms and RIAs, offering a global reach with iOS and Android apps and an emphasis on CRM integrations and compliance.