Company Performance Metrics
- Dustin Belliston: Founder and CEO
CurrentClient offers a client communication platform designed primarily for financial advisors and professional service firms. It offers an integrated system combining business texting, VoIP phone services, video, and surveys to help teams manage client interactions in one place. The platform emphasizes compliance by including features such as
message archiving, opt-in management, and CRM synchronization to ensure communications meet regulatory standards. The product functions as a modern business phone and messaging hub, enabling users to send SMS, make calls, automate follow-ups, and log all interactions directly into CRM systems like Salesforce or Wealthbox. It also incorporates AI capabilities such as call transcription, summaries, and smart reminders to improve productivity and client engagement.