Carson Group Upgrades AI Advisor With Client Intelligence
Carson Group on March 30, 2026 upgraded its AI advisor assistant, Steve, with a new Client Intelligence feature that pulls client data from proprietary and vendor platforms via a single natural-language query. Built using agentic AI and supported by AWS, the tool aims to free advisor time, follows a March 2025 Steve launch that drove an 18% rise in advisor work capacity, and surfaces meeting, tax, and beneficiary details.
Scoring Rationale
Credible, industry-focused product upgrade with direct utility for advisors (high actionability and credibility). Novelty is modest and scope is vertical, and coverage lacks deep technical detail, leading to a strong but not top-tier score.
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Sources
- Read OriginalCarson Unveils One-Stop Client AI Query Toolwealthmanagement.com
