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 [...]
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 [...]
In this video we'll show you how to use multi-select to perform bulk actions. Use filters and tags to get to the correct record set. Select all on a page or the entire record set. Select multiple nudges to mark complete or archive. Select multiple contacts to add or remove tags, assign [...]
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 [...]
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 [...]
How often do you find yourself sending multiple follow up emails about a specific task? We can do the best planning in the world, but if we can’t get our clients to take action, then what’s it all worth? Assign action items for your clients and Knudge will provide a shared to-do-list and send [...]
In this 3 minute video we'll show you how easy it is to create contacts in Knudge, how to import contacts via a .csv file, and how to group your contacts into households if you engage with your clients at the household level. We'll also explain how your contacts start out in an "email [...]
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 [...]
Financial advisors use Knudge to automate their client follow up. The result? An increase in clients completing tasks while giving advisors time back in their week to focus on more strategic efforts. Here is a recent client success story: Who did Knudge help: A Managing Partner at an independent RIA with a team of [...]
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 [...]