Carson Client Experience (CX)

At its core, the Carson CX is a testament to the power of fostering connections – connections between advisors and their clients, between clients and their financial aspirations, and the integration of various accounts to unveil a holistic view of financial well-being.

The Carson CX experience is not just about transactions; it's about building profound connections with clients and their financial goals. Through intuitive design elements, each interaction sparks a deeper engagement, guiding clients toward a clearer understanding of their financial journey.

Tools: Miro (Journey Mapping), Maze (User Research), Figma, Jira