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. It's great to partner with another leader in the wealth management technology space. With this integration Redtail users can easily import their contacts or link existing contacts to avoid duplicate [...]
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 [...]
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 [...]
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 [...]