Resources
Write a review
Your feedback helps us improve and helps other financial advisors discover CurrentClient. We’d love to hear about your experience!
We’d love your review!
Hey there! If CurrentClient is helping you communicate better with your clients and meeting your expectations, we’d be incredibly grateful if you could take a moment to share your experience. Your reviews help other financial advisors discover how CurrentClient can streamline their client communication, and they give us valuable feedback to keep improving the platform.Write a review
What to include in your review
Not sure what to write? Here are some ideas to get you started:1
Share your experience
How has CurrentClient improved your client communication? What specific features do you find most valuable?
2
Mention your use case
Are you using it for client calls, text messaging, or both? What type of financial services do you provide?
3
Highlight what you love
What’s your favorite feature? Is it the compliance features, ease of use, or something else?
4
Be different
Reviews can be a bit stuffy… so write soemthing punchy. Bonues points if you make us laugh.
Other ways to share feedback
Not ready for a public review? No worries! You can always reach out to us directly with your thoughts, questions, or suggestions.
Email us
help@currentclient.comShare detailed feedback or suggestions privately
Call us
+1 (385) 336-1132Talk directly with our team about your experience
Thank you!
Whether you leave a review or not, thank you for being part of the CurrentClient community. We’re committed to building the best communication platform for financial advisors, and your feedback is invaluable to that mission.Pro tip: If you’re having a great experience with CurrentClient, consider sharing it with other advisors in your network too! Word-of-mouth recommendations are incredibly valuable.