Insights Technology

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 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 “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 …

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. …

“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 …

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 …

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

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 …

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 …

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 …

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 …