Nurture & Grow
Nurture your existing clients and discover new ways to grow. CurrentClient is the only tool that lets you automate your referral sharing with client discovery.
Tools for nurturing your current clients
Nurture with SMS
Reach out to your clients with text messaging. Easy and efficient communication so you stay relevant and on top of the important changes in their life.
Audit client records
Keep your client book fresh and up to date with automated audits so you can capture their requested updates.
Unlock untapped sales
Simple and efficient forms can be sent to your clients to get instant feedback on their life changes, giving you the best information to make sure they are fully serviced.
Grow with partners
Lift your informal partnerships out of manual processes and automate them. Formalize relationships and grow business through cross seeding sales opportunities.
Tools to help you grow
Nurture with SMS
Reach out to your clients with text messaging. Easy and efficient communication so you stay relevant and on top of the important changes in their life.
Audit client records
Keep your client book fresh and up to date with automated audits so you can capture their requested updates.
Unlock untapped sales
Simple and efficient forms can be sent to your clients to get instant feedback on their life changes, giving you the best information to make sure they are fully serviced.
Grow with partners
Lift your informal partnerships out of manual processes and automate them. Formalize relationships and grow business through cross seeding sales opportunities.
![Greg]()
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CurrentClient has been an incredibly effective program to help us stay connected to our clients and to make sure that we are addressing their planning needs.
GregTencap Wealth Coaching
![Jeff]()
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CurrentClient has completely turned the tables on how to align with strategic partners and accelerate the process on how to help people
JeffCambridge Financial
![Nick]()
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I used Current Client to coordinate with a referral partner when someone from his book of business needed my services. This quadrupled the amount of business he sent me
NickTencap Wealth Coaching
![Todd]()
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CurrentClient has been amazing! The response from my clients has more than exceeded my expectations.
ToddHeritage Solutions Group
![Greg]()
“
CurrentClient has been an incredibly effective program to help us stay connected to our clients and to make sure that we are addressing their planning needs.
GregTencap Wealth Coaching
![Jeff]()
“
CurrentClient has completely turned the tables on how to align with strategic partners and accelerate the process on how to help people
JeffCambridge Financial
Use CurrentClient to grow your business
We believe in you. Believe in us. Its good to try it on first though, use the 14 day free trial to see how it fits.