For a long time, we've been able to assign nudges to our teammates, to ourselves, or to other professionals that we work alongside to service our clients. Now, if you assign action items internally or to these other professionals, you'll also be able to associate those nudges with the client or a [...]
Recommend Knudge to advisors or other service oriented professionals that you think may need help managing their clients' action items. First create a contact in Knudge for the individual you'd like to invite so we can track the referral. You can invite them off platform with a personal email or phone call [...]
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 walk through what goes into a nudge, talk about the two different types of nudges and talk about the controls you have over when nudges are posted and when reminders can be sent. Parts of a nudge To: Nudges can be assigned to individual clients, households [...]
Knudge comes with a library of templates that can be used as is or cloned and modified to meet your particular needs. Think of these as inspirational starting points for things that you may want to remind your clients to take action on throughout the year.Create your own custom templates or take any [...]
To schedule a nudge go to the post date. Select the post date for when you want a nudge to begin. Then go to reminder scheduling, and click on “send notification on post date”. This will schedule a nudge to be sent out on a specific date.
Knudge is designed to match the communication preference for each individual client. A client will receive an email from you to use Knudge (see adding contact). Once they register for Knudge they can select preferences> “notifications> notification channels. From here, clients can select how they want to receive notifications either through the app, [...]
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 [...]