{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/d812ce17c90f40969ca51e96de4bd11f\" frameborder=\"0\" width=\"1670\" height=\"1252\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1252,"width":1670,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1252,"thumbnail_width":1670,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/d812ce17c90f40969ca51e96de4bd11f-5067d2a0b869db38.gif","duration":702.3477,"title":"👋 currentclient overview","description":"In this video, I walk you through the features of our Current Client app, designed specifically for financial advisors. We integrate seamlessly with various CRMs like Wealthbox and Salesforce, allowing you to sync contacts and manage communication effectively. I also highlight our automation capabilities for sending birthday and anniversary texts, which can be scheduled in advance. I encourage you to explore the settings for configuring phone numbers and permissions for your team. Please take a moment to review the app and consider how it can streamline your client communications."}