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So far Knudge has created 22 blog entries.

Create a nudge and learn how reminders are scheduled

In this video we'll show you how to create a nudge and share some information for how reminders get scheduled. We'll look at the two different nudge types: tasks or action items you're asking your client to complete and informational nudges. We'll also show you how you can elect to send a notification when the nudge is posted, specify [...]

By |2021-10-13T15:24:51+00:00September 23rd, 2021|Nudges, Product tutorial|

How often are reminders sent?

Knudge has an advanced reminder algorithm that determines the optimal time to send reminders to clients. Advisors don't need to worry about scheduling the reminders when they create action items for their clients, but it's good to know how it all works. If time allows, Knudge sends three reminders leading up to the due date. [...]

By |2021-09-20T15:31:41+00:00September 10th, 2021|Accountability Partner, Client Relationship Management, Product Update|

Dr. Moira Somers joins Knudge as our Behavioral Strategist

“What’s the point of technically proficient advice if the client won’t act on it?”I “borrowed” this line from Dr. Moira Somers in Sept 2019 at the XYPN Live Conference Tech competition.  We presented and introduced Knudge to the financial planning community on the same day Dr. Somers was giving a keynote address at the conference.  [...]

By |2021-09-20T17:15:19+00:00July 8th, 2021|Uncategorized|

Knudge integration with Redtail

We’re excited to announce a new partnership with Redtail.  If you're not already familiar, Redtail is a cost-effective, feature-rich, customizable, and highly automated CRM. With this integration Redtail advisors can easily import their contacts into Knudge to avoid duplicate data entry. Contacts will stay linked and Knudge will push back notes to contact records [...]

By |2021-06-10T15:36:41+00:00February 5th, 2021|Client Relationship Management, Product Update|

Knudge partners with Wealthbox to help advisors manage their clients’ action items

Go beyond the planning and make sure all the doing gets done We’re excited to announce a new partnership with Wealthbox.  If you're not already familiar, Wealthbox is a modern CRM for financial advisors known for its powerful yet simple user-experience for independent advisory firms of all sizes. With this integration Wealthbox advisors [...]

By |2021-04-14T03:13:57+00:00October 20th, 2020|Client Relationship Management, Product Update|

Introducing See Lee

As we continue to work to get Knudge to market, we’re also working to ensure we deliver best in class customer support. I wanted to take a minute to introduce you to one of our newest team members, See Lee who will be leading our customer success efforts. See is an accomplished Product Leader with experience [...]

By |2020-02-27T14:02:23+00:00February 26th, 2020|Product Update, Uncategorized|
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