Better communication means a better experience and better outcomes for you and your clients.
Real-time insight into the status of client action items with a shared to-list.
Save time with automated reminders via email, text and push notifications.
Prioritize your day with an advisor dashboard that aggregates action items across your client-base and highlights clients’ items that require attention.
Accelerate action by deploying smart nudge templates and benefit from Knudge’s behavioral insights
Support compliance and reinforce the value you deliver by generating a comprehensive activity record
Attract new clients with cutting edge technology Sixty-three percent of millennials expect to be able to engage with their advisors via mobile apps.* In-app messaging opens up SEC compliant, real time messaging without having to add a separate phone number or other cumbersome solutions.
Increase client retention Be your client’s catalyst for action on all the things they should be dealing with throughout the year