New updates and improvements to CurrentClient.
We just launched Branded Links — a better way to share links with your clients that match your brand!
Instead of a generic URL, you can now create branded links with your firm name front and center, building trust and boosting engagement
It’s perfect for sending out voice memos, videos, pdfs, or just as a url — all while keeping your brand consistent.
Working with advisors we discovered there is this middle ground that is not used enough between video/phone calls and email/text.
And that's the voice memo!
It let's you get the emotion across and go into more detail but your clients can still listen on their own time, don't need to plan around schedules or play phone tag.
How does it work?
1. Just record the audio.
2. We transcribe it.
3. You send.
Your client gets a text (or send over email) and opens an on-brand voice memo page with your face and a simple button to play the memo.
Or they can read the transcript below.
Pretty easy for you and better experience for the client, rather than yet another long email.
Sometimes it's nice to have a super easy spot to jot down a few things during a call.
CurrentClient web and mobile now have a very easy way to capture those quick thoughts during a call and after a call.
So, happy thumbs down note taking!
CurrentClient now lets you block pesky numbers. Don't get bombarded with the same spam numbers. Block them and then move on!
No more 'unwanted' callers!
CurrentClient now supports full caller id lookup as a fallback when we don't have the caller's record in your CRM.
No more 'unknown' callers!
We’ve heard your top request loud and clear: group messaging! Now you can start a conversation and easily include multiple people in the same thread, all at once. We’re super excited about this feature because it helps you support households way better — we hope you love it as much as we do.
We’ve also kept the link between households from your CRM (where it makes sense) and display that in the app to make it even easier to create the group messages. And we will keep adding to this—we’ve got more on the way that will involve group messaging!
Porting a number is now really simple with our port request page!
Give us a little info on the number and then we will take it from there.
You can view the status as we make progress getting your port done.
Very excited to get this part of onboarding much smoother!
Custom ring ordering
You can now set custom ring ordering for incoming calls! And it very simple to setup... just drag and drop to sort who should get ringed first.
You now have 3 options for how to handle incoming calls:
1) All at once
2) Custom ring order
3) Random
All new call flow
Another bag of goodies released with the all new call flow configuration. You know have more control over how incoming calls are handled!
• Greeting Customization: Set personalized greetings for incoming calls.
• Team Ring Order: Configure and prioritize ring order for your team.
• AI Summaries: Automatically generate call summaries with AI.
• Smart Voicemail: Voicemail setup based on business hours or call forwarding when needed.
Improved team collaboration
When you are working as a team, staying on the same page is so important. We made this easier with realtime status updates, including realtime updates when someone starts typing.
Dark mode is here!
For the folks that work late your experience will be so much better now! We are really excited to have this available to everyone.
Enable sound feedback!
Sound makes an app even more delightful when done right. We added the ability to have the a pleasant little sound play when you send a message.
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New Wealthbox sync options
We improved the integration with Wealthbox. You can now bring in your contact roles via a CurrentClient custom field.
- Contact roles. You can now have the contact roles brought in, this is nice for additional segmentation
- Inactive status. If you want to bring over inactive contacts, you can now do that
- Task url. If you create a task from CurrentClient we now include the URL back to the conversation the task came from for quick navigation.
Schedule message with quick options
We have made it easier to quickly pick a time for a scheduled message to go out.
New conversation drafts
It is now easier to start a new conversation and if you want, you can now schedule a message for a brand new conversation
Tracking "last contacted time"
We now track the last contact time on a client, so you can see who might be due for a quick checkin.
Improved video creation
We made it easier to get a video in CurrentClient. You can now use a Loom video url, upload an existing video, or record right in our app.
Redtail UpgradesWe are making the data flow even better for Redtail users.- Contact category. This now flows in as a tag.- Keywords. We add this as tags on the CurrentClient side now.- Profile images. Data looks best with pictures, we now pull in the clients picture if its available in Redtail.
