Expanded Performance Analysis Dates, Improved Mobile Shortcut: Updates in April 2020

Release Notes: Version 20.2.1  | April 8, 2020 We’re broadening the date ranges used to evaluate account performance over time, and we’re giving clients a branded mobile shortcut to access CX. These updates – details below – are effective Wednesday, April 8, 2020. New Date Options: In the same CX menu, you now have expanded options …

On Track with Technology: The CX and Gameplan Advantage

On Track with Technology: The CX and Gameplan Advantage How do your clients feel when they see your name on their phone or in an ad? Do they want to recommend your firm to their friends? Even the smartest advisors can leave their clients with a lackluster impression if the client experience is a hassle, …

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

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 …

3 of Our Favorite Parts of the New Carson Client Experience

Single sign-on isn’t rocket science in fintech. If anything it’s common and almost expected nowadays. But it’s the first thing we think about when we search for and build new technology at Carson. And here’s why.  Single sign-on aligns with our focus to partner with the best-in-class technology that can deliver a stellar client experience. …

How One Firm Utilized Technology and Partner Firms to Have One of Its Best Years Ever

“You’re here to help, not sell. If you’re perceived as a service provider, not a product guy, you’re going to get business.” The finance world moves quickly. The markets change, the 24-hour news cycle transforms the landscape, and technology seems to be different every minute. Jay Cumbie found a way to keep pace by embracing …

Our Favorite Chrome Plugins for Advisors

Financial advisors thrive on efficiency. Browser extensions are a fantastic way to boost efficiency in day-to-day tasks that you may not have realized were possible. With the right browser extensions, you can speed up the process of many everyday tasks to get through your workload faster. Not to pick a favorite, but we’re pretty avid …

The Growing Advisor’s Guide to Must-Have Tech

Technology is both a disruptor and differentiator for today’s independent advisor. Learn how to manage it best for your firm. Advisors who prioritize technology and fully integrate it into their practice have a significant strategic advantage in today’s tech savvy marketplace. Register Now

Why Clients Love the New Carson Client Experience

Since we rolled out our new Carson Client Experience, advisors all over the country have been asking to see a demo. To accommodate everyone who wants to check it out, we are holding a webinar on Thursday, July 18, to show how the Carson CX works. Please join Andrew Rogers, Carson’s Advisor Solutions Manager, as …

Platforms vs. Ecosystems: The Difference Between a Solid Digital Client Experience and a So-So One

At first mention, the difference between a platform and an ecosystem isn’t obvious. But at Carson, saying the former will result in you forking over a $5 bill. But the difference between the two words goes deeper than a reluctant reach into your wallet. To us, a “platform” is the base level of services you …

Why Modern Advisors Need to Know What APIs Are and How to Choose the Right One

Application programming interfaces (APIs) are no longer the gold standard in fintech. It’s not enough to simply use an API or build your own. You have to use the right one. It’s like if you were building a house. You’d use a slew of tools – a whole toolbox – not just a hammer and …

27 Questions Every Financial Advisor Should Ask Their Tech Vendor

Technology is constantly changing and always evolving. Advisors feel the pressure to stay on top of the latest trends in fintech and offer the best products for their clients. But if you’re chasing the tail of technology, you’ll end up falling down a rabbit hole of options or burning a hole in your wallet. Don’t …

Building a Top-of-the-Line Tech Stack

Building a Top-of-the-Line Tech Stack

An accessible, user-friendly tech stack is crucial to delivering the best client experience. View Webinar

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