Go beyond the planning and make sure all the doing gets done.
Knudge serves as a shared to-do-list that provides insight into what has been done and sends automated nudges/reminders for things that are still outstanding.
More services & touch points with minimal effort. Pre-load nudges to be sent throughout the calendar year.
Attract new clients with cutting edge technology. 63% of millennials expect to be able to engage with their advisors via mobile apps.* In-app-messaging opens up SEC compliant text messaging without having to add a separate phone number or other cumbersome solutions.
Streamline on boarding process. Input follow up action items into the Knudge system and know when things are completed.
Increase client retention Become the indispensable keeper of knowledge on all the things that your clients should be dealing with throughout the year.
Increase revenue. Reduce time spent per client and offer more services at the same time.