Customize your firm settings

In this demo, we will cover how to customize each of your Firm Settings.  We'll show you how to: Customize your firm's identity, address, and logo Select industry for industry-specific templates Select broker-dealer and other affiliations Invite a team member Change a team member's role Integrate your CRM Create firm-wide disclosures Enable customized [...]

By |2024-01-11T18:21:17+00:00January 3rd, 2024|Getting Started, Nudges, Product Help|

Customize your personal settings

In this demo, we will cover how to customize each of your Personal Settings.  We'll show you how to: Change how your name appears Upload a picture Update your contact information Update your email signature that appears at the bottom of each nudge Enable/disable push notifications Change color scheme Select a preferred notification [...]

By |2024-01-03T01:35:37+00:00January 3rd, 2024|Getting Started, Nudges, Product Help|

Onboarding clients

We made it simple for your clients to interact with Knudge.  This demo will share best practices for onboarding your clients and helping them get the most out of Knudge.  This demo will cover: Using our template to introduce Knudge to your clients Inviting clients to text Inviting clients to register Using Knudge [...]

By |2024-01-11T21:36:40+00:00January 3rd, 2024|Getting Started, Nudges, Product Help|

Importing contacts from other CRMs

Not on Redtail or Wealthbox?  Not to worry, importing contacts from any CRM is easy.  In this demo we will show you how to: Download contacts from your CRM to Knudge to a CSV file, with links to CRM specific instructions for Salesforce, Practifi, Envestnet/Tamarac, LeadLoft, AdvisorEngine, and Orion Uploading your CSV file [...]

By |2024-01-08T18:04:35+00:00January 2nd, 2024|Getting Started, Nudges, Product Help|

Integrating Knudge with Wealthbox

Integrating Knudge with Wealthbox  is simple!  This demo will walk through the integration process and how Knudge works with Wealthbox.  It will cover: Importing contacts into Knudge Syncing contacts between Wealthbox and Knudge How nudges will appear in Wealthboxwhen assigned and completed Linking to your contact in Knudge from Wealthbox Linking to your [...]

By |2024-01-02T23:35:52+00:00January 2nd, 2024|Getting Started, Nudges, Product Help|

Integrating Knudge with Redtail

Integrating Knudge with Redtail is simple!  This demo will walk through the integration process and how Knudge works with Redtail.  It will cover: Importing contacts into Knudge Syncing contacts between Redtail and Knudge How nudges will appear in Redtail when assigned and completed Linking to your contact in Knudge from Redtail Linking to [...]

By |2024-01-02T23:33:02+00:00January 2nd, 2024|Getting Started, Nudges, Product Help|

Using groups and templates to turbocharge your efficiency

This demo will show you how using Groups and Templates together can turbocharge your efficiency.  Using Groups and Templates together is particularly helpful for a recurring task where some of the details change over time, such as reminding clients to maximize their 401k contributions. This demo will cover: How to select a group [...]

By |2024-01-08T18:02:52+00:00January 2nd, 2024|Getting Started, Nudges, Product Help|

Nudging multiple clients at once

This demo will explain how to nudge multiple clients at once.  We'll cover some details around: How to select clients manually How to select groups of clients using tags How to create a nudge for multiple clients How to add a tag, remove a tag, or delete multiple clients at once How to [...]

By |2024-01-08T18:02:05+00:00January 2nd, 2024|Getting Started, Nudges, Product Help|
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