How BMY Wealth Improved Client Relationships – and Increased AUM – with the New Carson CX

“Just by going step by step through the CX program – not hopping around or trying to guess at what the client wants – we are able to show our value a lot more clearly.” – Justin Haschke, Owner and Wealth Advisor, BMY Wealth Management Group

BMY Wealth was struggling to find a digital experience that even came close to matching the level of service they provided in-person. After years of using a portal that provided clients with little more than portfolio performance, they have found the answer in Carson’s Client Experience (CX).

Download the case study now to discover how the Carson CX has helped BMY Wealth build deeper, more holistic relationships with the families they serve.

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