🎉 Congratulations!
You’ve done an amazing job getting CurrentClient set up! You now have a powerful phone system that’s going to transform how you communicate with your clients. Now that you’re up and running, let’s make sure everything is configured perfectly so you can hit the ground running. These next steps will help you customize your experience and ensure compliance.Your next steps
Here are the key configurations we recommend setting up to get the most out of CurrentClient:Connect your CRM
Keep your client data synchronized and organized by connecting your CRM system.Set up CRM Sync
Configure your CRM integration to automatically sync client contacts and
communication history.
Popular CRM integrations include Wealthbox, Redtail, Salesforce, and more.
Set up archiving compliance
Ensure all your communications are properly archived for regulatory compliance.Configure Archiving
Set up your archiving provider to automatically capture and store all messages
and calls.
Most financial advisors need archiving for FINRA compliance. We support
popular providers like Smarsh, Global Relay, and more.
Setup your phone
Make sure calls get to the right place at the right time by settings up your phone number and call flow.Set up call flow
Configure voicemail greetings, call routing, and business hours to provide the
best client experience.
Build your team
Invite team members to collaborate and manage client communications together.Invite Team Members
Add team members to your account so everyone can stay connected with clients.