Dealing Procrastination a Body Blow

Long ago, I wrote my doctoral dissertation on procrastination. (I completed it in record time, too, thank you very much!) As you might imagine, I encountered a few logistical problems while studying procrastinators. After all, these were people with personality traits such as low conscientiousness and a tendency towards impulsivity. Just getting them to [...]

By |2021-11-29T21:23:25+00:00October 13th, 2021|Client Relationship Management|

How often are reminders sent?

Knudge has an advanced reminder algorithm that determines the optimal time to send reminders to clients. Advisors don't need to worry about scheduling the reminders when they create action items for their clients, but it's good to know how it all works. If time allows, Knudge sends three reminders leading up to the due date. [...]

By |2021-11-29T21:25:37+00:00September 10th, 2021|Client Relationship Management|

Knudge now integrates with Redtail!

We’re excited to announce a new partnership with Redtail. If you're not already familiar, Redtail is a cost-effective, feature-rich, customizable, and highly automated CRM. It's great to partner with another leader in the wealth management technology space. With this integration Redtail users can easily import their contacts or link existing contacts to avoid duplicate [...]

By |2021-12-13T20:44:08+00:00February 2nd, 2021|Client Relationship Management, Product Update|
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