Help your clients follow through on their tasks to reach their financial goals.
Why are hundreds of firms around the world using Knudge?
Advisors use Knudge to create shared to-do lists for their clients. Once assigned, Knudge automatically follows up with clients on open items. Knudge alleviates the administrative burden for advisors while increasing the amount of stuff getting done.
Think about how much of your day is spent following up with clients to see if items were completed. Knudge sends reminders to clients at optimal times to increase the likelihood of an action being taken.
Go beyond the planning and make sure all the doing gets done.
Help your clients take action on the details of their financial life that typically get ignored, kicked down the road, or fall through the cracks and free up your time to focus on the highest value-add activities.
Your clients don’t need to register or login to a new tool: They can simply receive reminders via email or text. If they choose to register or install the app, they can also set their preferences for when and how they’d like to receive reminders and see a shared to-do-list of assigned tasks.
Never let anything fall through the cracks: Knudge provides a shared to-do-list that also sends timely reminders via email, push notification and/or text notification.
Empower your clients to be held accountable the way they want: Clients can set preferences for when and how they’d like to receive communications.
Collaborative communication: In-app messaging integrates with email and text for rapid communication and all messaging stays attached to the associated action item.
Client prioritization: The advisor dashboard aggregates action items across your client base and highlights items that require attention.
You might think that inefficient followup is an inevitable part of the advisor experience, until you see a new program/app called Knudge.”
Founder Inside Information
Bob Veres’ article from his Inside Information newsletter talks about how Knudge is addressing an important need and explains how Knudge is being used by other advisors to manage their clients’ action items.
If you’re not familiar with the Inside Information newsletter, we highly recommend subscribing. It’s a great way to keep up with the ever changing financial planning industry.
Why Now?
As the landscape for financial advice gets more competitive, clients are expecting deeper services from their planners. By automating your follow up process it opens up your bandwidth to touch on more areas of your clients’ lives and build deeper relationships.
Knudge empowers firms to communicate in the modern era and become true accountability partners for their clients.
Below are some of our latest posts. Please reach out and drop us a note if you’re interested in learning more. We love talking about this stuff.
Knudge Webinar for Commonwealth Advisors – May 24th
How often do you find yourself sending multiple follow up emails about a specific task?
We can do the best planning in the world, but if we can’t get our clients to take action, then what’s it all worth?
Assign action items for your clients and Knudge will provide a shared to-do-list and send timely reminders to keep everyone on the same […]
Case Study: How an advisor saved 10 hours a week
Financial advisors use Knudge to automate their client follow up. The result? An increase in clients completing tasks while giving advisors time back in their week to focus on more strategic efforts.