CUSTOMER story

Key Management Group

Shane Harvey on using Leapsome in new ways to engage employees

CUSTOMER PROFILE
Key Management Group is an innovative, practice management firm that partners with financial advisors to strengthen and grow their businesses.

keymanagementgrp.com

Location:
Troy, Michigan
Company Size:
30+
Features Used:
  • Performance Reviews
  • Surveys
  • Goals & OKRs

Leapsome is very flexible and so easy to use!

Whenever I had any questions, I looked through the online help documents, and if I was still unable to find the answer, I reached out to my specialist, who would provide a very quick and thorough response.

My teams have really enjoyed the transition from our previous management tool! And we continue to find new ways we can use Leapsome to improve the engagement of our employees.”

Shane Harvey
Director of Operations

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