It’s been a real game-changer for us.
Learn how Justin Haschke and the BMY Wealth team deepened client relationships through Carson CX.
Carson CX: An elevated digital experience for clients
Your clients have higher expectations of the client experience you provide than ever before. It needs to be easy, convenient and give them what they want now. The award-winning Carson CX platform empowers you to give your clients everything they want in a few taps – and it all integrates perfectly with your advisor technology.
What Your Client Sees
Carson CX provides your clients access to:
Financial plan, goals and how they’re progressing.
Full balance sheet and a view of all accounts – whether you manage them or not.
Risk tolerance score and other financial planning tools.
Quick communications with you and a list of what you’re doing to look out for their interests.
What You See on the Back End
Your clients don’t get to have all the fun. Carson CX has plenty in store for you, including:
- Customized firm branding
- Priority action items for you and your client
- Real-time strategy allocation and investment mapping
- Key considerations for each financial plan
- Legacy planning details
- Enterprise-level security
Technology and the Client Experience
I’m able to sit down with the client and their family, enter their information and have results for them very quickly.
Technology can make or break a meeting with apprehensive prospects or clients. Just ask Jay Cumbie, Wealth Advisor for Carson Wealth in Dallas.