Knudge integration with Redtail

We’re excited to announce a new partnership with Redtail.  If you're not already familiar, Redtail is a cost-effective, feature-rich, customizable, and highly automated CRM. With this integration Redtail advisors can easily import their contacts into Knudge to avoid duplicate data entry. Contacts will stay linked and Knudge will push back notes to contact records [...]

By |2021-02-05T20:51:02+00:00February 5th, 2021|Client Relationship Management, Product Update|

Knudge partners with Wealthbox to help advisors manage their clients’ action items

Go beyond the planning and make sure all the doing gets done We’re excited to announce a new partnership with Wealthbox.  If you're not already familiar, Wealthbox is a modern CRM for financial advisors known for its powerful yet simple user-experience for independent advisory firms of all sizes. With this integration Wealthbox advisors [...]

By |2020-10-20T20:04:20+00:00October 20th, 2020|Client Relationship Management, Product Update|

Introducing See Lee

As we continue to work to get Knudge to market, we’re also working to ensure we deliver best in class customer support. I wanted to take a minute to introduce you to one of our newest team members, See Lee who will be leading our customer success efforts. See is an accomplished Product Leader with experience [...]

By |2020-02-27T14:02:23+00:00February 26th, 2020|Product Update, Uncategorized|

Product Update January 2020

We're making great progress on the product and on building out our team.  Our plan is for a public release this spring. What’s new with product development? The short answer is, a lot. Three specific milestones that we're excited about: You are now able to create and send recurring nudges. Nudges can be scheduled to [...]

By |2020-01-31T23:04:43+00:00January 31st, 2020|Product Update, Uncategorized|
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