In this article from InvestmentNews, John O’Connell weighs in on the new in-house chatbot from Carson Group and discusses how 2025 will be the year of chatbots: “Carson Group’s bold move puts them on the path to truly realize next-best-action capabilities for their advisors. I believe that this is a wake up call for other large firms to begin to develop their data strategy, and to determine how to effectively use AI to mine their proprietary data.”
