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 [...]
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 [...]
In this demo we will cover: How reminders are scheduled How to view an estimated reminder schedule How to send a manual notification How to snooze reminders How to silence reminders How to turn reminders back on
In this demo, we'll walk through how all of the fields in a nudge work, including: Authoring a nudge for a colleague using the "From" field Assigning nudges to teammates using the "To" field Title, Category, and Details fields Tasks vs. informational nudges Assigning the Due date How the Post date works How [...]
In this tour we'll show you the 3 simple ways to create a nudge: From the nudges menu By client Through a template
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]