The Carson CX is centered on connection. You become more connected to your clients, your clients create a deeper connection with their financial goals, and those goals are connected to multiple accounts to create a full picture of their balance sheet – even accounts held externally. In the end, your digital client experience flows seamlessly with your in-person experience.
Set up a demo today to see how the Carson Client Experience can help your firm redefine how you connect with your clients.
Everything – even held-away assets – viewable in one place for you and your clients.
Seamlessly integrate your clients’ experience – whether digital or in-person.
One-click communication from clients with more context and more information.
Your entire relationship in one place – financial planning, goals, behavior coaching, risk tolerance profile, and more.
Your clients never have to wonder what’s happening behind the scenes. The Carson CX displays task lists right on the homepage – so clients can see what they still need to complete, along with their advisor. On the advisor side, we’ve made it easier to connect with clients, integrating popular video conferencing tools and Calendly.
The Carson CX is designed for ease-of-use no matter the client’s technical experience. Single sign-on allows clients to easily access their accounts, and the application is personalized with real-time goals, risk tolerance score, and a full picture of the client’s balance sheet.