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 [...]
Nudge "participants" includes team members, recipients/assignees and associated contacts that receive communications on a nudge. Team members that are participants receive communications regarding messages, and status changes (like marked complete notifications) according to their communication preferences. Recipients/assignees receive communications regarding notifications, reminders, messages and status changes according to their communication preferences and the nudge and organization [...]
In this tour we'll show you how to add tags from ANY CRM and turn any CRM field into a Knudge tag.
Two of the most common reasons clients leave their advisors are infrequent/ineffective communication and misaligned financial goals. Improving the efficacy of the former has the added benefit of also preventing the latter. Improving client communication Reaching out to schedule an annual or semi-annual review is of course necessary, but not nearly enough. For [...]
Ben Henry-Moreland wrote an interesting post, Advisors are Becoming Better (Not “Faster”) with Advances in #AdvisorTech, about the recent history of AdvisorTech for the Kitces blog. In it, Ben examines the shift over the last 5 years from tools that primarily made advisors “faster” (e.g. CRMs, Workflow Support) towards those that make advisors [...]
Advisors can update a client's email address if the client has not registered their Knudge account. Clients that have registered their Knudge accounts must update their email addresses themselves. It is very easy process, and this demo will show you how.
In this tour we'll show you how to integrate Knuge with your CRM We'll cover: Integrating Knudge with Redtail Integrating Knudge with Wealthbox Exporting contacts from other CRMs into Knudge
This demo will show how the Post Date works and when you might want to choose a date other than the default. When the default Post Date is recommended When a custom Post Date may be preferred How the Post Date impacts reminders How tasks with Post Dates in the future appear to [...]
This demo will show how to work with multiple contacts at once. We'll cover: Sending a nudge to multiple clients at once by selecting clients individually, all at once, or using a tag Adding or removing a lead advisor to/from multiple contacts Adding contacts to a group using tags