“Advisors who quickly adapt to a fast-changing communications landscape have a much better chance of keeping clients happy.” – David Sterman
We agree– e-mail is so yesterday! Today’s financial advisers must adapt their communication methods to meet their clients where they are. In addition to email, Knudge can send, in-app messages, push notifications and text alerts. Knudge is designed to help advisors communicate in the modern era.
Single Point Partners’ Seth Corkin is quoted in this article by RIAIntel explaining how Knudge improves advisors’ management of client communications and to-do lists.
