Can I read Keebeck on EtoBox?
Keebeck by Ja Yen is a document available to read on EtoBox.
What is Keebeck about?
Keebeck Wealth Advisors launched a Moxtra-powered app called "Ask Keebs" to give clients instant access to their advisors. The app allows clients to message advisors with questions anytime and also access documents. It has increased engagement with clients and made collaboration easier for internal teams. The app helps Keebeck maintain high-touch personalized service for clients even remotely.
- Author
- Ja Yen
- Language
- EN