About Knudge

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So far Knudge has created 49 blog entries.

How to Contact Support

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

Installation Guide

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

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 [...]

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 [...]

Nudges overview: Quick 2 minute overview

In this video we'll show you how to easy it is to create a nudge. We'll cover some details around: embedding urls in the nudge details adjusting the reminder scheduling setting the nudge (or task to be recurring) seeing when the reminders are scheduled to be sent and overriding the reminder algorithm [...]

By |2023-07-06T16:50:52+00:00February 27th, 2022|Nudges, Product Help|

Show your work: Associate nudges assigned internally (or to other professionals) with clients or households

Clients aren't always aware of all the work you do on their behalf.  Knudge can help them better appreciate your efforts. Assign nudges to your teammates, to yourself, or to other professionals that you work alongside to service your clients. Associate those nudges with a client or household and, optionally, copy them [...]

By |2023-07-07T02:25:29+00:00February 1st, 2022|Nudges, Product Help|
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