Posted By: Kim MayberryFebruary 7, 2020
We are excited to announce that you can now use videos and images in your Knackly interviews.
Now not only can you have your clients enter their information with Knackly’s secure online form, but you can add helpful videos and images to explain what kinds of information they need to provide and where to enter it. You can also include branding for your firm and other images to speed up your client intake.
Check out our linked video below to see what Knackly is doing to change how you interact with your clients.