Case Study: Key Management Group boosts employee engagement with Leapsome

Shane Harvey on using Leapsome in new ways to engage employees

Key Management Group is an innovative practice management firm in Troy, Michigan, that partners with financial advisors to strengthen and grow their businesses. The company was looking for a more effective way to engage employees and move away from its previous management tool, using Leapsome for performance reviews, surveys, and goals & OKRs.

Leapsome provided a flexible, easy-to-use platform that made the transition smooth for Key Management Group’s teams. According to Director of Operations Shane Harvey, the company found the support responsive and thorough, and employees have enjoyed the change; Key Management Group also continues to discover new ways to use Leapsome to improve employee engagement.

Key Management Group

Shane Harvey

Director of Operations