Current Client + Milemarker Integration

Current Client + Milemarker Integration | Own Your Data

Connect Current Client and Milemarker to Elevate Client Engagement and Communication

Set Up Your First Integration

Connect Current Client, the modern client engagement platform designed for financial advisors, with Milemarker to automate communication workflows, sync engagement data, and create personalized client experiences at scale.

Milemarker integrates with Current Client to ensure every client touchpoint—from emails and newsletters to reviews and check-ins—is fully connected to your firm’s operations. Automate follow-ups, sync engagement metrics, and track communication success across platforms.

How It Works

Choose a Trigger

A Trigger is the event that starts your workflow—such as:

A client opens, responds to, or clicks on a communication via Current Client
A scheduled review or engagement milestone is reached
A personalized content piece is delivered through the platform

Add Your Action

An Action is what Milemarker does in response—like:

Logging engagement data into your CRM or client portal
Triggering workflows based on interaction behavior (e.g., follow-ups, meetings, service tasks)
Notifying your team when high-value clients engage or disengage

You're Connected!

With Current Client and Milemarker integrated, every piece of communication is tied to real-time workflows—giving your team insight into what’s working and automating the next best action with every interaction.

⚙️ Supported Data and Workflow Channels via Current Client

- Email & Content Engagement Metrics
- Communication Campaign Logs

- Review & Check-In Scheduling
- Sentiment Analysis & Feedback

Why Choose Milemarker?

Client Experience Automation

Make every communication actionable and measurable

Real-Time Engagement Insights

Know how and when clients interact—then act on it

Designed for Advisors

Built to optimize relationship-driven firms and teams

Turn Client Engagement Into Strategy with Current Client + Milemarker

If your firm uses Current Client to communicate and engage with households, Milemarker helps connect that engagement to the rest of your operations—automating workflows, enriching CRM data, and enhancing client service with every interaction.

Let’s connect Current Client and Milemarker today.