This is one of our most frequent questions and we understand the importance of Knudge being able to fit in with your other technologies. We’re excited to announce that our Wealthbox and Redtail integrations are now available to all firms. We're currently working on an integration with Salesforce and expect to roll that out soon. [...]
This is one of the biggest advantages of the Knudge app. You can see, across all of your contacts, the most relevant action items and know at a glance which clients or contacts need extra attention at any given time. You can also drill down into individual households or contacts to see their full to-do-list [...]
Yes. With Multi-select, you can send assign the same task to multiple clients/contacts at once. In addition you can also use multi-select to manage tags, mark a nudges complete or archive them, assign lead advisors or import contacts. In this video we’ll show you how to use multi-select to perform bulk actions. Use filters and [...]
Yes, any nudge/reminder whether created as a custom nudge or from a template can be set to be recurring either weekly, monthly, quarterly, or yearly.
Knudge comes with a library of templates preinstalled for your convenience. These templates can be cloned and modified as needed. You can also create new templates and decide whether or not to share with other members of your firm.
The Knudge app sends nudges. When a deadline lapses the nudge persists in the client’s to-do list and is flagged in the advisors dashboard. We think of nudges as gentle reminders intended to encourage positive behavior. We also think there’s a fine line between nudging and nagging. We’ll be learning as we go and look [...]
Yes, clients can reply via email or in app messaging and all communications are tied to a specific nudge or notification and stored indefinitely.
When a nudge or notification is addressed to a household, all members of the household have access and will receive communications regarding that notification. You can, however, still send a nudge to an individual even if they are a member of a household.
No. Our technology is designed to allow this functionality in the future, but for now we’re focused on advisors nudging clients.
No, 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. Clients that use the app will have access to a shared to-do-list, a calendar view, a record of all messages related to a task, and the ability to [...]