Carson Group is introducing a new artificial intelligence-powered conversational assistant dubbed “Steve,” designed to help advisors use “vast amounts of data” in real time as they serve clients and pursue prospects.
The question-and-answer tool was developed by Carson Group’s technology team, according to the announcement, with the goal of allowing advisors to spend less time on administrative tasks and more time on meaningful interactions with clients.
“Our new AI assistant showcases how much value in innovation, efficiency and growth tools we are bringing to advisors at Carson Group,” Dani Fava, chief strategy officer of Carson Group, said in a statement. “This chatbot isn’t just about faster answers — it’s about smarter conversations, deeper understanding and delivering real value at scale.”
The firm expects that Steve AI will save the average advisor about five minutes per search, with the potential to save more than 5,000 hours per year. It’s also expected to enable advisors to double the number of households they can serve over the next five years.
“Steve is the first AI tool developed by Carson Group, and we were able to do so because we own our proprietary data,” Fava said. “The chatbot marks a new way for advisors to engage with technology and gain a deeper understanding of Carson’s vast resources. We’re proud to offer this new solution that empowers advisors to find information faster and with more confidence through conversational AI.”
Pictured: Dani Fava
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