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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