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Kathleen Keyser

Research Analyst at Morgan Stanley

Kathleen Keyser is an analyst at Morgan Stanley & Co. LLC, specializing in equity research with a focus on covering major consumer and retail companies. Known for her rigorous market analysis, she provides investment insights on firms such as Walmart, Target, and Costco, with a proven track record of delivering successful stock recommendations and maintaining industry rankings for accuracy and returns. Keyser started her career in finance in the early 2010s and joined Morgan Stanley after notable roles at other leading institutions. She holds FINRA registrations and maintains active securities licenses, reflecting her strong professional credentials and commitment to compliance.

Kathleen Keyser's questions to LEGALZOOM.COM (LZ) leadership

Question · Q3 2024

Kathleen Keyser, on for Elizabeth Porter, asked for details on customer education initiatives, specifically which have been most impactful, where in the customer journey they are most successful, and what the first tangible step is in moving from customer discovery to monetization.

Answer

CEO Jeff Stibel highlighted three key areas for education: during the initial sign-up questionnaire, on the MyLZ platform, and through expert teams in sales and service. COO & CFO Noel Watson added that new personalization initiatives are showing early success by tailoring educational content and product offers based on customer inputs like industry. This personalization is a key step in converting interest to monetization.

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