https://currentclient.com/now News, press, and playbooks from CurrentClient. https://www.wealthbox.com/webinars/cutting-through-the-noise-with-a-personalized-approach-for-advisors/ https://currentclient.com/now/wealthbox-personalized-approach-webinar Fri, 12 Jun 2026 00:00:00 GMT A CurrentClient and Wealthbox webinar on delivering a personalized client experience that earns referrals and scales your practice https://currentclient.com/now/call-pop-for-financial-advisors https://currentclient.com/now/call-pop-for-financial-advisors Tue, 19 May 2026 00:00:00 GMT Call pop surfaces the client's name and key details the moment the phone rings, so highlights show first instead of you scrambling through your CRM mid-call https://www.kitces.com/blog/the-latest-in-financial-advisortech-may-2026-morningstar-byallaccounts-data-aggregation-finny-advisor360-wealth/#currentclient https://currentclient.com/now/kitces-advisortech-may-2026 Fri, 01 May 2026 00:00:00 GMT Kitces.com covers CurrentClient in its monthly roundup of the latest in financial advisor technology https://currentclient.com/now/slant-currentclient-webinar https://currentclient.com/now/slant-currentclient-webinar Tue, 21 Apr 2026 00:00:00 GMT Our webinar with Slant CRM on how financial advisors can keep client conversations compliant without slowing down https://currentclient.com/now/why-advisor-calls-get-flagged-as-spam https://currentclient.com/now/why-advisor-calls-get-flagged-as-spam Thu, 02 Apr 2026 00:00:00 GMT Calls showing up as Spam Likely? Here's what actually controls caller ID, why new business numbers get flagged, and how to avoid it https://www.utahbusiness.com/press-releases/2026/03/26/currentclient-raises-million-seed-round-led-thicket-ventures-adds-new-sales-leadership/ https://currentclient.com/now/utahbusiness-seed-round-march-2026 Thu, 26 Mar 2026 00:00:00 GMT Utah Business covers CurrentClient's $1.25 million seed round led by Thicket Ventures, along with new sales leadership https://citywire.com/ria/news/advisor-comms-startup-currentclient-raises-1-25m-in-seed-funding/a2486783 https://currentclient.com/now/citywire-seed-funding-march-2026 Thu, 26 Mar 2026 00:00:00 GMT Citywire RIA reports on CurrentClient's $1.25 million seed funding round and the team behind its growth https://currentclient.com/now/myrepchat-alternative https://currentclient.com/now/myrepchat-alternative Tue, 24 Mar 2026 00:00:00 GMT Comparing MyRepChat alternatives? See how CurrentClient approaches compliant texting through advisor adoption, modern AI, and native message capture https://currentclient.com/now/futureproof-ai-demo-drop-presentation https://currentclient.com/now/futureproof-ai-demo-drop-presentation Thu, 19 Feb 2026 00:00:00 GMT Watch our live AI Demo Drop presentation from Future Proof Citywide 2026, on compliant client communication for financial advisors https://currentclient.com/now/ai-call-summaries-for-financial-advisors https://currentclient.com/now/ai-call-summaries-for-financial-advisors Tue, 03 Feb 2026 00:00:00 GMT AI call summaries turn every client call into a clean, logged note so nothing slips through the cracks. Here is how they work and where they help https://futureproofhq.com/announcing-the-7-future-proof-citywide-2026-ai-demo-drop-finalists/ https://currentclient.com/now/futureproof-ai-demo-drop-finalist-2026 Thu, 22 Jan 2026 00:00:00 GMT Future Proof selected CurrentClient as one of seven finalists for its 2026 Citywide AI Demo Drop https://currentclient.com/now/business-number-vs-personal-cell https://currentclient.com/now/business-number-vs-personal-cell Thu, 08 Jan 2026 00:00:00 GMT Business number vs personal cell for financial advisors: the privacy, continuity, and compliance tradeoffs that decide which line your clients should have https://www.xyplanningnetwork.com/advisor-blog/winners-of-advicetech-of-xypn-live-2024 https://currentclient.com/now/xypn-live-2024-best-in-show Tue, 01 Oct 2024 00:00:00 GMT CurrentClient took Best in Show at XY Planning Network's 2024 XYPN LIVE AdviceTech Competition