Non-stop client discovery

The only texting platform designed to continuously discover client needs and fill your referral pipelines.

It was wonderful! Next time I visit I’ll tell you about the grandkids!
Just submitted it! That was very timely, looking forward to hearing back about the updates.
👋 Hey! How was your trip? Hope you are doing well!
Looking forward to it! By the way, its the end of the year, do you mind updating your client review?
https://becurrent.io/k!xn$D
CurrentClient logo with app link.
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New Referral 🎉
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New Lead 🎉
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New Referral 🎉
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New Client 🎉

Client led referrals are magic

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Client Name
Job Title
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Jeff

My experience with CurrentClient has been nothing but positive and game changing. It has completely turned the tables on how to align with strategic partners and accelerate the process on how to help people in the most effective and efficient manner

Jeff
Financial Planner
Greg

CurrentClient has been an incredibly effective program to help us stay connected to our clients and to make sure that we are addressing their planning needs. It has provided us with a way to stay top of mind with our clients and uncover new opportunities to assist them

Greg
Financial Planner
Seth

Because of CurrentClient the value I bring to a strategic partnership relationship has grown exponentially. I bring all of my inherent value as a Medicare Advisor, plus the ability to drive organic growth for my partners.

Seth
Independent Insurance Broker
Dallin

Current Client is the easiest way to get and give referrals. It's easy to use and produces great results!

Dallin
RIA Marketing Director
Nick

I used Current Client to keep in touch with my own clients while also coordinating with a referral partner when someone from his book of business needed my services which quadrupled the amount of business he sent me.

Nick
Investment Advisor

How you can do it

Conversations dashboard.
Right on! Thanks. I bet they are!
Thanks for coming in today! Glad you had a such a blast on your trip. Can you send me the link to where you stayed? I want to check it out.
It was great to catch up! And ya, I’ll send over the spots we went to in an email. The kids are begging to go back! 😂

Nurture with texting

It all starts with building your client relationship. We will help you to organize and automate your outreach. Stay genuine and focused on individuals.

Discover with campaigns

The fact is the needs of your clients are always changing and you don't have time to stay up to date. So, let's use technology to extract the high priority changes you should be following up on. We call this process Continuous Discovery. It's really easy and you'll love it.

Ya, flew by ✈️! Okay, no problem. Thanks for being on top of it
You are the best 👍🏻 ! Looking forward to hearing from you. 🙂
Insurance & Protection Planning
Last edited a week ago.
In Progress
8
Referrals
18
Leads
Spring Cleaning, Get Organized
Scheduled for Feb 28, 2022, 8:00 AM
Scheduled
2
Referrals
10
Leads
Retirement Ready Checklist
Sent on Feb 4, 2022
Completed
14
Referrals
32
Leads
Annual Review Update
Sent on Jan 4, 2022
Completed
40
Referrals
6
Leads
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Endru Flacture
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Brooklyn Simmons
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Kathryn Murphy
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Jonathan Black
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Cody Fisher

Grow with referrals

No more names and numbers you bought online. Let clients drive your referrals. It's more authentic and they have much higher engagement. CurrentClient referrals are pretty special.

Easy with compliance

A dedicated compliance portal makes it possible to manage your organization. You can turn features on or off with guardrails. You can route content to archivers so the audit trail is kept. You can approve content for your organization to use.

Approved
Approved
Pending
Approved

After all that, why use CurrentClient?

Well, it's what you expect from a texting tool. But, the only tool helping you form a referral team with your clients at the center.

Life without CurrentClient

x mark.
Clients kinda hear from me
x mark.
Referrals are sporadic and manual
x mark.
Accurate contact info is tough
x mark.
I overpay for other texting tools

Life with CurrentClient

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Clients are genuinely nurtured
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Referrals flow like a river
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Clients update their own records
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No waste pricing

Get up and running

Sign up for an account and let your clients know what to expect

1
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Create button.
2

Create a discovery campaign for all or some of your clients

Send the campaign and use CurrentClient to manage leads and referrals

3
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Send button.
4

Keep the process going and help your partners do the same

No Waste Pricing

What you pay is based on the value you get. We want your success to be our success, and our pricing is our commitment to that. Also, there are some free messages and discounts with volume, so ask us about those too!

Contact us for pricing options

The building blocks

Verify mobile phones

Quickly identify if your clients phone number can receive your texts

Triage inbound texts

Organize inbound text messages according to team members, subject, priority etc.

Ringless voicemails

Send a pre-recorded voicemail to all of your clients so they can listen at their convenience. It adds a nice touch for them to hear your voice.

Compliance portal

Are you in charge of managing the compliance for your organization? We have a lot to say about that. Message us.

We are cheering for you!

Let's show you how it works and answer any questions you have. If we are a good fit, we'd love to be on your team.

Common Questions

Is it compliant?
Does it integrate with my CRM?
Can I use my existing phone number?
What if a client calls my CurrentClient phone number?
Can I have as many referral partners as I want?
Do you have a mobile app?
I am running compliance, do you have something for me?
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