Today, Wealthbox is excited to announce an integration with CurrentClient, a modern client engagement app for financial advisors. CurrentClient allows advisors to text, call, survey, and send out videos 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 be pushed back to the client’s record in Wealthbox.
How it works
Once an advisor enables the integration, Wealthbox contacts will automatically sync with the CurrentClient platform.
From there, advisors can easily connect with their clients using the text and call features directly from the “inbox” view.
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,” said Dustin Belliston, Founder of CurrentClient. “We are really excited to bring CurrentClient to the Wealthbox community and help advisors engage with their clients.”
“We are excited to partner with CurrentClient to help advisors stay connected with their clients,” said Charlie Fargo, Head of Product Partnerships at Wealthbox. “Our integration provides advisors with an easy way to engage with and nurture those important relationships.”
Enable the integration today to start taking advantage of the CurrentClient platform!