About Knudge

This author has not yet filled in any details.
So far Knudge has created 26 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 Help|

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 |2021-11-29T21:25:37+00:00September 10th, 2021|Client Relationship Management|
Go to Top