Knudge, Author at Knudge

Nudge Participants

Nudge "participants" includes team members, recipients/assignees and associated contacts that receive communications on a nudge. Team members that are participants receive communications regarding messages, and status changes (like marked complete notifications) according to their communication preferences. Recipients/assignees receive communications regarding notifications, reminders, messages and status changes according to their communication preferences and the nudge and organization [...]

By Knudge|2025-04-11T03:55:39+00:00April 11th, 2025|Getting Started, Nudges, Product Help|

Knudge integrates with XLR8

XLR8 is a highly customized version of Salesforce built specifically for the Financial Services industry. As a Salesforce Partner since 2010, they have harnessed the power of the Salesforce platform and view it through the lens of Financial Advisors, Wealth Managers, and Financial Planners. With this integration, advisors on XLR8 can seamlessly [...]

By Knudge|2025-04-11T13:05:31+00:00April 10th, 2025|Client Relationship Management, Wealth Management, Why now|

All about nudges

In this tour we'll show you how to easy it is to create a nudge. We'll cover some details around: How to create a nudge How each of the fields in a nudge work Reminder scheduling & snoozing How to assign a nudge for multiple contacts at once How to use templates to [...]

By Knudge|2024-01-09T19:07:09+00:00December 5th, 2023|Getting Started, Nudges, Product Help|

How advisors are using Knudge

Provide a higher level of service with less effort and less stress along the way. Read on to learn how you can use Knudge to: Onboard clients Schedule meetings Have more effective review meetings Increase your level of service and create a financial life calendar for your clients Help clients navigate different life events [...]

By Knudge|2025-02-17T18:29:37+00:00November 20th, 2023|Accountability Partner, Client Onboarding, Client Relationship Management, Product Help, Wealth Management|

Guiding Your Client’s Financial Journey

Dave Connolly, CEO and Co-Founder of Knudge, and Dr. Moira Summers, Financial Psychologist, Executive Coach and Behavioral Strategist at Knudge join host Matt Reiner on the latest episode of Bridging The Gap. We explore procrastination, three steps of implementation for your clients, the shared responsibility of implementation, what works and what doesn’t work when [...]

By Knudge|2023-06-13T23:03:08+00:00August 18th, 2022|Accountability Partner, Advisor Insights, Client Relationship Management, Nudge Theory, Wealth Management, Why now|

Knudge overview: How to help your clients take action

Dr. Moira Somers, financial psychologist, and international best-selling author of Advice That Sticks discusses what it takes to help people take action on the advice and recommendations of their advisors. See a quick demo of how Knudge can help you manage your clients action items and help them get more done Knudge [...]

By Knudge|2022-09-20T15:00:51+00:00June 29th, 2022|Accountability Partner, Advisor Insights, Client Onboarding, Client Relationship Management, Nudge Theory, Product Help, Wealth Management, Why now|

Knudge is approved for Commonwealth Financial Network

How often do you find yourself sending multiple follow up emails about a specific task? We can do the best planning in the world, but if we can’t get our clients to take action, then what’s it all worth? Assign action items for your clients and Knudge will provide a shared to-do-list and send [...]

By Knudge|2025-04-10T15:37:58+00:00May 16th, 2022|Client Relationship Management, Wealth Management, Why now|

Case Study: How an advisor saved 10 hours a week

Financial advisors use Knudge to automate their client follow up. The result? An increase in clients completing tasks while giving advisors time back in their week to focus on more strategic efforts. Here is a recent client success story: Who did Knudge help: A Managing Partner at an independent RIA with a team of [...]

By Knudge|2022-02-03T18:42:34+00:00February 3rd, 2022|Client Relationship Management, Wealth Management, Why now|

Don’t Worry, Be Happy

At Knudge, we're focused on changing behavior. We want to help your clients change their behavior and help them get things done to optimize for better outcomes. But, to start, we need to help you change your behavior. We get it. We know this type of change can be uncomfortable. Here are some of [...]

By Knudge|2022-01-24T21:23:18+00:00January 24th, 2022|Client Relationship Management, Wealth Management, Why now|

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By Knudge|2022-10-06T13:23:01+00:00January 1st, 2022|Uncategorized|

About Knudge