In this tour we'll show you how to easy to use Knudge via text message.  We'll cover: How to sign up to receive text notifications Interacting with a nudge via text link How to send message on your phone via the app

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 [...]

This demo is an overview of Knudge from the clients' perspective.  We'll cover: How Knudge helps clients and advisors get things done How clients can snooze reminders and adjust scheduling How messages work

In this demo, we will cover how to customize each of your Firm Settings.  We'll show you how to: Customize your firm's identity, address, and logo Select industry for industry-specific templates Select broker-dealer and other affiliations Invite a team member Change a team member's role Integrate your CRM Create firm-wide disclosures Enable customized [...]

In this demo, we will cover how to customize each of your Personal Settings.  We'll show you how to: Change how your name appears Upload a picture Update your contact information Update your email signature that appears at the bottom of each nudge Enable/disable push notifications Change color scheme Select a preferred notification [...]

We made it simple for your clients to interact with Knudge.  This demo will share best practices for onboarding your clients and helping them get the most out of Knudge.  This demo will cover: Using our template to introduce Knudge to your clients Inviting clients to text Inviting clients to register Using Knudge [...]

Not on Redtail or Wealthbox?  Not to worry, importing contacts from any CRM is easy.  In this demo we will show you how to: Download contacts from your CRM to Knudge to a CSV file, with links to CRM specific instructions for Salesforce, Practifi, Envestnet/Tamarac, LeadLoft, AdvisorEngine, and Orion Uploading your CSV file [...]

Integrating Knudge with Wealthbox  is simple!  This demo will walk through the integration process and how Knudge works with Wealthbox.  It will cover: Importing contacts into Knudge Syncing contacts between Wealthbox and Knudge How nudges will appear in Wealthboxwhen assigned and completed Linking to your contact in Knudge from Wealthbox Linking to your [...]

Integrating Knudge with Redtail is simple!  This demo will walk through the integration process and how Knudge works with Redtail.  It will cover: Importing contacts into Knudge Syncing contacts between Redtail and Knudge How nudges will appear in Redtail when assigned and completed Linking to your contact in Knudge from Redtail Linking to [...]

In this demo, we'll show you how to assign nudges to teammates or other professionals.  One of the most common use cases for this functionality is to allow your clients to see the work you and your team do on their behalf.  This demo will cover: How to select a team member (or [...]