Why Clients Love the New Carson Client Experience
The advisory landscape is changing more and more every day. Technology is taking the forefront, and client experience – ease of use, access to information, transparency, communication and more – has never been more important. That’s why we created Carson CX – a technology platform designed to improve your clients’ experience and better connect you.
Watch our technology demo webinar: “Why Clients Love the New Carson Client Experience.” Andrew Rogers, Carson’s Advisor Solutions Manager, dives into the new technology, show you its features, and explain the full client experience.
There has been a lot of buzz in the profession after the rollout of this technology. Want to know what all the buzz is about?
See for Yourself