Watch this special session with Quivr’s Steve Drost and CurrentClient’s Dustin Belliston as they demonstrate how these two advisor-loved platforms work together. See how the seamless integration reduces manual work, streamlines workflows, and supercharges client communication.

Watch this special session with Quivr, Jump, and advisor Matt Benson to see how two advisor-loved platforms are working together to reduce manual work and streamline your workflow. You'll hear firsthand how Matt uses the integration to stay organized and save time—plus get a live demo and expert tips from the teams behind each platform.

In this special joint webinar, see how GReminders integrates seamlessly with Quivr to automate every step of your meeting lifecycle—from scheduling and pre-meeting briefs to in-meeting notes and follow-ups. Learn how firms are reducing meeting prep time by up to 45% and reclaiming 3–4 months of time per year, all while keeping everything centralized in Quivr.