OMAHA, Neb., Oct. 29, 2019 /PRNewswire/ — Carson, one of the fastest-growing financial services firms in the country, today announced several updates to its technology stack—the Carson CX (Client Experience)—designed to help advisors serve their clients, articulate their value and grow their firms. Leveraging months of development and insights from dozens of Carson partner firms, the announcement was made on the opening day of Partner Summit 2019, Carson’s bi-annual gathering of partner firms and more than 200 advisors from 36 states across the country.
A new Personalized Gameplan was launched, branded as “Life’s Moments,” illustrating the lifespan of an advisor-client relationship via an interactive timeline and showcasing key pivotal decisions where the advisor added value and guidance to the client’s life. Everything that happens within these relationships do not necessarily show up on a performance report or account statement yet are often where advisors deliver the most value to their clients. “Life’s Moments” includes the integration of Client Checklist Items (To-Do’s) and simplifies the client review summary process.