All about nudges

In this tour we'll show you how to easy it is to create a nudge. We'll cover some details around: How to create a nudge How each of the fields in a nudge work Reminder scheduling & snoozing How to assign a nudge for multiple contacts at once How to use templates to [...]

By |2023-12-05T18:04:20+00:00December 5th, 2023|Getting Started, Nudges, Product Help|

How advisors are using Knudge

There are hundreds of ways to use Knudge to help your clients manage their financial lives.  Knudge comes with a library of templates to help you get started. 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 [...]

Knudge overview: How to help your clients take action

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 [...]

Nudges overview: Quick 2 minute overview

In this video we'll show you how to easy it is to create a nudge. We'll cover some details around: embedding urls in the nudge details adjusting the reminder scheduling setting the nudge (or task to be recurring) seeing when the reminders are scheduled to be sent and overriding the reminder algorithm [...]

By |2023-07-06T16:50:52+00:00February 27th, 2022|Nudges, Product Help|

Show your work: Associate nudges assigned internally (or to other professionals) with clients or households

Clients aren't always aware of all the work you do on their behalf.  Knudge can help them better appreciate your efforts. Assign nudges to your teammates, to yourself, or to other professionals that you work alongside to service your clients. Associate those nudges with a client or household and, optionally, copy them [...]

By |2023-07-07T02:25:29+00:00February 1st, 2022|Nudges, Product Help|

Knudge referral program

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 [...]

By |2021-12-16T16:59:49+00:00December 14th, 2021|Contacts, Product Help|

Use and manage templates and categories

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 [...]

By |2021-12-01T03:16:07+00:00December 1st, 2021|Nudges, Product Help|
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