You can use Knudge to manage all of your clients in the same way regardless of whether or not they register or install the Knudge app. When you send a client a nudge, your client will get notifications and messages via their email by default and they may also opt in to text [...]
In this video, you will learn how to invite your client to register for Knudge, what the Knudge app looks like from the client point of view, and the benefits of being a registered client.Clients who register for the Knudge app will have access to a shared to-do-list, a calendar view, a [...]
Best Practices: In this video, Shaun explains best practices to onboard clients. Besides being a co-founder of Knudge, Shaun also founded Single Point Partners, an RIA in Boston. Shaun shares how his firm has onboarded clients and shares some helpful tips: Add clients one at a time as you meet with [...]
In this short minute video we'll show you how to set up your communication preferences. Financial advisors can receive notifications by either push, text message, email or all three!
In this short minute video we'll show you how to change your password and add a 2FA. In case you do not know, 2FA is an additional layer of security that supersedes proof of access to an email address. To edit both of these, please go to settings > security
Go to Settings > Team Management to invite colleagues. Video coming soon.
In this short minute video we'll show you how easy it is start sending emails from your company domain. Please note the default setting will send emails to clients from "email@example.com". To update the domain, just visit account settings > client communications. From here, simply enter and confirm the domain. [...]
In this short minute video we'll show you how easy it is to get Knudge set up. In this video you will learn how to: Personalize Knudge with your name, email, and company information See how to add contacts manually, through CSV, for one of our CRM integrations Learn how your clients [...]
In this short minute video we'll show you how easy it is to view alll prior communications with clients. Knudge stores an archive of all client communications. Customers use the archive to show the history of interactions with clients. "It's great for clients to see how much work I do for them!"- [...]
In this video, I will show you how to add a company logo to your communications. Click on your company name in the top right and select "Company Info". Then click "Upload logo" Choose the image you want to use and click save. If you ever need to change it, just click [...]