Carson: Zocks & Carson Group Boost Client Intelligence
Carson is leveraging Zocks advanced AI technology to build and update client profiles, capture meeting notes and tasks from conversations, and automate advisor workflows.The post Zocks & Carson Group Boost Client Intelligence appeared first on Martechvibe.
Read full article »
Carson Group is a Nebraska-based company that provides services such as investment management, financial planning, and coaching for financial advisors and investors.
Read more