Nudge, nudge, wink, wink…
Engineering: Tail of the Dog
tl;dr: Knudge is moving away from our direct integration with the Redtail CRM integration. We have a plan for existing customers, and will be reaching out if you use Redtail and Knudge together. Also, Knudge’s support for MCP has advanced, with both Claude and ChatGPT officially supported. See your Integration settings for setup instructions.
A Surprise
On October 1st, in an email titled “Important: An Update to Data Access at Orion”, Knudge received a request from the parent company of Knudge’s longest-running integration partner, Redtail CRM. The full email is included at the end of this post. Orion, a privately-traded company, acquired Redtail in 2022 for an undisclosed amount. Our integration with Redtail just turned 6 years old, with the initial buildout in the latter half of 2020.
From the subject, the email looked like a routine Privacy Policy update. We’ve seen […]
Engineering: MongoDB Indexes, Query Optimization, and You 🫵
Hi there! This is Logan with Knudge Engineering. I’m using this opportunity to go through some of the lessons and tricks I’ve learned in optimizing our usage of MongoDB — the database we use to store all Knudge data. I’m going to use the plural “indexes” here, though it and “indices” are both valid, because it’s a simpler plural and both are widely used.
Engineering: Security on the Internet
Your antivirus software might not be acting in your best interest. We, at Knudge, have encountered multiple instances of cybersecurity software interfering with our user’s connection to our service. When we dug into why, we found that many of these cybersecurity solutions were eroding security and monitoring user traffic, all without end users being aware of exactly what was happening.
“Cybersecurity”
Hi there! This is Logan with Knudge Engineering. I’m passionate about security best-practices, especially realistic ones — things that keep data safe without users having to bend over backwards. Things that can simultaneously make a system easier to use, while also improving its overall “security posture” (how secure a system is overall). This article is meant for a non-technical audience, but please do reach out to us if you’d like to know more, or if there’s anything that could use further […]
Knudge integrates with XLR8
XLR8 is a highly customized version of Salesforce built specifically for the Financial Services industry.
As a Salesforce Partner since 2010, they have harnessed the power of the Salesforce platform and view it through the lens of Financial Advisors, Wealth Managers, and Financial Planners.
With this integration, advisors on XLR8 can seamlessly connect their CRM to Knudge and help their clients achieve better outcomes with less effort and less stress along the way.
Notes and best practices:
- Each user at your firm will want to set up the integration. The integration is established at the user level to respect user specific access rights within XLR8.
- You’ll want to leave the integration authorized. This allows us to be able to send the notes back to XLR8 about activity in Knudge.
- Imported contacts will stay linked to their contact […]
Advisor Spotlight – TJ van Gerven of Modern Wealth Builders
For this equity comp advisor, Knudge is his daily driver for client communication.
When TJ van Gerven reaches out to clients, most often, he does it with a nudge.
The Boston-based advisor serves millennials receiving equity comp and kicks off the relationship with a nudge to upload their docs into the Right Capital vault. As he works through the initial planning process – in his case, this is a monthly meeting for the first quarter – he will send a follow-up Loom video embedded in a nudge.
Once the relationship is in flight, TJ sends a variety of nudges to keep it running smoothly.
“I try to use it for everything now,” he said. “[Especially] because it integrates with Wealthbox for notes.”
On a quarterly basis, clients receive informational nudges (these are nudges that send just one notification) to invite them to schedule a […]
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 it comes to helping your clients reach financial goals, and more.
We also dive into a conversation about how simple reminders from you as the advisor can have a huge impact on your clients’ financial journey.
About the Show
Bridging the Gap is a financial podcast hosted by CEO Matt Reiner focused on bringing together leaders from the finance and the technology industries to focus on innovating the financial services industry.