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.
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.
Omni-channel 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.
Behavioral Insights: Deploy smart nudge templates based behavioral insights.