Quin Connecting Knudge to Quin automatically creates client tasks from your meeting notes and action items. Clients receive reminders by email, text, or push notification without needing to learn a new tool, and everything stays synced between Quin and Knudge in real-time. Before you begin You need an active Knudge account. If you don't [...]
From “We’ll do that” to “It’s done” Client follow-through shouldn’t depend on sticky notes, memory, or extra admin work. The Quin + Knudge integration connects Quin’s AI-powered meeting intelligence with Knudge’s proven client reminder system—so the commitments made in conversations actually turn into completed actions. What is Quin? Quin is an AI assistant built [...]
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 [...]
Provide a higher level of service with less effort and less stress along the way. 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 a financial life calendar for your clients Help clients navigate different life events [...]
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. [...]
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 [...]
Here at Knudge, we’ve noticed that some of our new members take a long time to start assigning nudges to their clients. Behavioral economics research tells us why. One of the biggest barriers to behavior change is the Status Quo Bias: the tendency to stick to whatever path we’re on, even when we are [...]
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 [...]
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 [...]