How reminders work
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
Anatomy of a nudge
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 [...]
How to create a nudge
In this tour we'll show you the 3 simple ways to create a nudge: From the nudges menu By client Through a template
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 [...]
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 [...]
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 [...]
Client Experience when they are NOT registered with Knudge
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 [...]
Client Experience when they ARE registered with Knudge
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 [...]
What Goes into a Nudge?
Ever Wonder What Goes into a Nudge? Read below to understand when Knudge begins sending reminders, how often reminders are sent, the logic behind the notification period, and how to send a nudge manually. Post Date: The post date dictates when a nudge gets added to a contacts shared to-do-list. If you elect to [...]