We are excited to announce that Kestra Financial is now live on 4U Engage!
💥 What this means to you:
Over 1,000 Kestra advisors plus managers, field support personnel and home office users now have access to 4U Engage through single-sign-on right on their desktops.
If Kestra has permissioned your Company as a Partner, the "4U Engage Applicable" content you submitted to them through 4U Connect is now visible on 4U Engage.
4U Engage Analytics subscribers will have access to detailed usage analytics for your content, as well as valuable search, tagging and benchmark data.
♟️ Kestra has taken a strategic, top-down approach to rolling out 4U Engage to their users:
Field users will be receiving rollout communications from the home office throughout the coming weeks
Executives will be hosting a company-wide demo and introduction with the 4U Team.
🔦 And with 4U in the spotlight, NOW is the perfect time to engage your sales team to leverage this rollout period:
Engage your sales team to encourage Kestra advisors to follow your company.
Make sure your sales contacts are available for Kestra Users
Remember that making your company's existing content "4U Engage Applicable" and adding sales contacts and calendar events does not incur additional fees. 🙌🏼
For more ideas to drive engagement, review our 8 Habits of the Most Engaged-With Companies, and/or schedule a 4U Engage Consultation.
To stay up-to-date with new Partner Announcements and other news related to 4U, please be sure to have your Company Admin add you as a User of the 4U Platform. This will allow you to receive messages within the 4U application. If you don't know who your Company Admin is please contact support@4uplatform.com.