at Financial Technnology Year
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Carson Group Marketing Platform
from Carson Group
A financial advisor marketing engine that delivers leads, provides value to prospects, and attracts new clients to advisory firms through lead generation, marketing automation, content distribution, and prospect engagement tools.
Category:
Lead Management Software
Tools for capturing, qualifying, tracking, and converting prospective client leads through the sales pipeline, with integration to CRM systems and marketing platforms.
Carson Group Marketing Platform
Category:
Marketing Automation Systems
Platforms that enable targeted digital marketing campaigns, drip email programs, content distribution, and lead nurturing for prospective clients with compliance-approved materials.
Carson Group Marketing Platform
Category:
Social Media Management Tools
Compliance-oriented platforms that facilitate advisor engagement on social media with content pre-approval workflows, archiving capabilities, and analytics to measure engagement.
Carson Group Marketing Platform
Publicly available data, summarised using AI.
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