Customers

'Ask Keebs' gives clients instant access to ask Keebeck Wealth anything, anytime

Keebeck Wealth Advisors is a Chicago-based, boutique wealth advisory firm that emphasizes delivering exceptional client experiences. Bruce Lee founded the firm with a dream of being available to clients whenever they needed, which led Keebeck to launch their Moxtra-powered app, “Ask Keebs.”

Because of the intimate, personalized nature of wealth management, Bruce Lee, the founder and CEO, wanted to offer clients an experience that was integrated and accessible at their fingertips. Lee's vision came to life when 'Ask Keebs’ was launched — giving clients this direct access to individual advisors, while streamlining processes for the entire Keebeck team. 

"'Ask anything, Ask Keebs.' That’s become our slogan. We wanted our app to feel like a friendly place where it was easy to engage, and like you were texting trusted friends and family. We've always made it a priority to be very personal and human to our clients.
Alexa Hyman, Chief Marketing Officer, Keebeck Wealth Advisors

Through their app, Keebeck can send their clients updates, take action on transactions, interact on content, share secure documents, and provide clients with the convenience and accessibility of being able to reach out any time with questions or operational needs — all in one place. 

"Ask Anything, Ask Keebs" became the company slogan, and within two weeks post-launch, there was a 41% engagement rate from clients. 

"We’ve basically had no issues getting clients on," says Alexa Hyman, Keebeck Chief Marketing Officer. "Even our older clients have seamlessly adopted because it’s just so intuitive to sign up and get on board."


While maintaining persistent connections with clients over digital channels, internal teams were also able to continue uninterrupted during the remote work governance. "I really can't emphasize enough how much this has helped us." says Hyman.

"It's increased our collaboration so much. I'm very grateful for how much it's increased our communication between team members. We have different internal projects for different topics and different families and different tasks and launches and 'Ask Keebs' pulls all those things together and puts them in one place."

Lee has a mantra of 'no silos.' He believes he can offer the highest level of service to his clients when the entire team is engaged and informed. By engaging clients over the app, he can ensure that every client has a chat waiting for them with the entire team on it.

This way, he can encourage clients to reach out to the entire team so there was never any chance of anything falling through the cracks.

"When we onboard a new client, we're saying, 'Okay, here is the Ask Keebs app, and what you're going to find within the app are the different portals that you need, but they're all in there for you.' Instead of handing them four different packages, we're handing them one." says Hyman. 

This is the full-coverage effort Keebeck offers every single client — most of whom have career-long relationships with Keebeck. Through their Moxtra-powered app, they are able to deliver unparalleled high touch service on digital channels. 

"It's increased our collaboration so much. I'm very grateful for how much it's increased our communication between team members. We have different internal projects for different topics and different families and different tasks and launches and 'Ask Keebs' pulls all those things together and puts them in one place."

Lee has a mantra of 'no silos.' He believes he can offer the highest level of service to his clients when the entire team is engaged and informed. By engaging clients over the app, he can ensure that every client has a chat waiting for them with the entire team on it.

This way, he can encourage clients to reach out to the entire team so there was never any chance of anything falling through the cracks.

"When we onboard a new client, we're saying, 'Okay, here is the Ask Keebs app, and what you're going to find within the app are the different portals that you need, but they're all in there for you.' Instead of handing them four different packages, we're handing them one." says Hyman. 

This is the full-coverage effort Keebeck offers every single client — most of whom have career-long relationships with Keebeck. Through their Moxtra-powered app, they are able to deliver unparalleled high touch service on digital channels. 

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