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So far Knudge has created 19 blog entries.

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|

Product Update January 2020

We're making great progress on the product and on building out our team.  Our plan is for a public release this spring. What’s new with product development? The short answer is, a lot. Three specific milestones that we're excited about: You are now able to create and send recurring nudges. Nudges can be scheduled to [...]

By |2020-01-31T23:04:43+00:00January 31st, 2020|Product Update, Uncategorized|

The future of the business is clear: It’s advice, not investing

"The future is life coaching, relationships and comprehensive wealth management, and embracing this new reality is what will drive the future of the business. - Ryan Neal, Investment News" The FA model is undergoing a fundamental shift with financial planning supplanting traditional investment advice. Importantly, this shift has been accompanied by modernized fee structures that [...]

By |2019-12-19T20:58:47+00:00June 30th, 2019|Uncategorized|
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