Case Study: Keebeck Wealth Advisors achieves 41% client engagement and seamless, high-touch digital access with Moxo

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

Keebeck Wealth Advisors, a Chicago-based boutique wealth firm, needed a way to deliver exceptional, highly personal service and be available to clients anytime without creating operational silos. To meet that challenge they partnered with Moxo to create a Moxo-powered client app called “Ask Keebs,” designed to put advisor access, secure documents, transaction actions, and updates at clients’ fingertips.

Using Moxo’s platform, Keebeck launched “Ask Keebs” to consolidate multiple portals into one intuitive channel for clients and internal teams, maintaining persistent connections even during remote work. The Moxo-enabled solution drove rapid adoption — a 41% client engagement rate within two weeks — seamless onboarding across demographics, and measurable improvements in team collaboration and operational continuity.

Keebeck Wealth Advisors

Alexa Hyman

Chief Marketing Officer