As we continue to work to get Knudge to market, we’re also working to ensure we deliver best in class customer support. I wanted to take a minute to introduce you to one of our newest team members, See Lee who will be leading our customer success efforts.

See is an accomplished Product Leader with experience at TripAdvisor and Catalant Technologies.  Importantly, she is also deeply familiar with financial services having worked for six years at Fidelity Investments including as the VP of User Experience Design.

I had the pleasure of working directly with See previously at Catalant, and I know first hand how committed she is to ensuring you and your clients get tremendous value from Knudge. When I asked her to develop our onboarding process, her response clearly showed a passion for creating customer-friendly products. 

“I used to equate onboarding with teaching customers how to use the product. That’s only part of the formula.  The other critical piece is learning from customers how they use the product. People have different ways of adopting and adapting to new technologies, and it’s often not exactly how you predict. This learning has to inform the evolution of any product. I’m so excited to join Knudge and help the team build a product that focuses on customers first.” 

See’s goal is to ensure you have a seamless experience adding Knudge to your tech stack.  She is also having conversations with advisors to learn more about what has worked (and what hasn’t worked) when onboarding new technologies. If you’d be interested in sharing your experience, she’d be love to learn from you. You can reach her directly at