How Advisors Use CurrentClient + Wealthbox to Engage and Nurture Clients

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Join us for a previously recorded live webinar to see how the CurrentClient + Wealthbox integration makes sharing educational discoveries and fostering client needs easy. This webinar will cover:

  1. How CurrentClient’s modern engagement app allows advisors to text, call, survey, and send out videos with just a few clicks.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How advisors can use the Wealthbox and CurrentClient bidirectional sync to automatically send client data and communication activity between both platforms.
  4. The benefits of the CurrentClient and Wealthbox integration, and how to get started with ease.


Dustin Belliston



Jenna Ghibaudy

Product Specialist


“Working with Wealthbox was a natural next step for CurrentClient because of our shared value of making something powerful, beautiful, and easy to use. We are really excited to bring CurrentClient to the Wealthbox community and help advisors engage with their clients.”

Dustin Belliston

Founder, CurrentClient

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