About Knudge

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So far Knudge has created 51 blog entries.

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 |2023-12-05T18:04:20+00:00December 5th, 2023|Getting Started, Nudges, Product Help|

How advisors are using Knudge

There are hundreds of ways to use Knudge to help your clients manage their financial lives.  Knudge comes with a library of templates to help you get started. 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 [...]

Glossary

Nudge A “nudge” is a record of a task or event with an associated history and message thread. Nudges have senders (service providers, like financial advisors) and recipients (most often, clients of the sender). There are two kinds of nudges:Actionable nudges If the nudge describes a task, it’s “actionable” and can be “marked complete”. Actionable [...]

By |2023-08-31T15:20:59+00:00August 31st, 2023|

Knowledge Base WordPress Plugin

The Heroic Knowledge Base is the Knowledge Base plugin for WordPress. It is perfect for providing customers with answers to common queries, or as general database of resources for visitors. Learn More cnn This plugin has been designed and developed by HeroThemes, the premier WordPress knowledge base specialists, our themes and tools are trusted by [...]

By |2023-08-31T14:41:13+00:00August 23rd, 2023|

Where are Your Offices Located?

WordPress started in 2003 with a single bit of code to enhance the typography of everyday writing and with fewer users than you can count on your fingers and toes. Since then it has grown to be the largest self-hosted blogging tool in the world, used on millions of sites and seen by tens of [...]

By |2023-08-23T15:52:24+00:00August 23rd, 2023|

Our Content Policy

WordPress started in 2003 with a single bit of code to enhance the typography of everyday writing and with fewer users than you can count on your fingers and toes. Since then it has grown to be the largest self-hosted blogging tool in the world, used on millions of sites and seen by tens of [...]

By |2023-08-23T15:52:24+00:00August 23rd, 2023|

Who are We?

WordPress started in 2003 with a single bit of code to enhance the typography of everyday writing and with fewer users than you can count on your fingers and toes. Since then it has grown to be the largest self-hosted blogging tool in the world, used on millions of sites and seen by tens of [...]

By |2023-08-23T15:52:24+00:00August 23rd, 2023|
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