About Jay DeVivo

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So far Jay DeVivo has created 23 blog entries.

Don’t Choose Between “Better” or “Faster”

How Knudge is Upending the "Better" or "Faster" Trade-off Ben Henry-Moreland wrote an interesting post, Advisors are Becoming Better (Not “Faster”) with Advances in #AdvisorTech, about the recent history of AdvisorTech for the Kitces blog.  In it, Ben examines the shift over the last 5 years from tools that primarily made advisors [...]

By |2024-02-06T19:56:35+00:00February 5th, 2024|Getting Started, Nudges, Product Help|

Selecting a Post Date

This demo will show how the Post Date works and when you might want to choose a date other than the default. When the default Post Date is recommended When a custom Post Date may be preferred How the Post Date impacts reminders How tasks with Post Dates in the future appear to [...]

By |2024-01-09T21:31:55+00:00January 9th, 2024|Getting Started, Nudges, Product Help|

Using the Knudge app

This demo walks you through the Knudge app and all of the additional functionality you receive as a registered user.  We'll cover: Registering for the Knudge app Updating your contact information Customizing your display preferences Customizing notifications View all of your nudges by due date and by calendar view The mobile app experience [...]

By |2024-01-03T02:25:52+00:00January 3rd, 2024|Getting Started, Nudges, Product Help|

Getting started using Knudge

This demo walks clients through everything the need to know to get started with Knudge.  We'll cover: Responding via email to nudge Marking nudges complete Viewing nudge details including due dates and when the next reminder is scheduled to send Customizing reminder scheduling Snoozing reminders Replying to a nudge in the app Messaging [...]

By |2024-01-03T02:15:42+00:00January 3rd, 2024|Getting Started, Nudges, Product Help|
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