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.