Go beyond the planning and make sure all the doing gets done.

Knudge automates client task management freeing you to focus on higher-value work and building your business.

Ready to start using Knudge?

Getting Started

Get Started

All about nudges

All About Nudges


CRM Integrations

We built Knudge because we were spending a lot of time following up with our clients only to still have them not complete their assigned tasks. We knew we weren’t alone.

Does this post-review meeting sequence look familiar?

  1. Assign your client tasks
  2. Set yourself reminders to see if they’ve been completed
  3. Figure out what’s completed and what’s outstanding
  4. Sort through emails to find last exchange and remind them to complete missing tasks
  5. Repeat steps 2 – 4 until tasks are done or you give up

Knudge automates task generation, notifications, and reminders, so nothing slips through the cracks.  Advisors using Knudge are experiencing task completion rates 4X the baseline.   Knudge helps advisors keep clients accountable, increasing their commitment to the plan and driving better outcomes.

I’ve been loving Knudge! It’s changing the whole way I think about client engagement and my service calendar.

Tim Iseler, Iseler Financial

It’s (hands down) the best tool of 23 vendors I’m subscribed to, to serve clients.

Before starting, I hoped that Knudge would help clients stay on top of their personal finance to-do’s, taking time off my plate and allowing me to offer a higher touch service than peers. I’ve realized, now, that it’s so much more than that.

Dan Rooker, Rook Financial

Knudge has become invaluable in my practice.  I’m in the habit of setting up nudges after every client meeting. What a relief that reminders are going out without jamming up my CRM.

When we found Knudge, we knew this was exactly what we were looking for to keep us and our clients accountable on outstanding action items.

Little did we know that our clients would be so responsive and follow through when consistently “nudged!”

“We decided to not overthink it and used it with the next 13 clients that we met with and created nudges for the action items that came out of their meetings.

It just worked.  Even clients that have been notoriously negligent were completing their tasks.

Moving forward with a paid subscription was a no-brainer, but the Baker’s Dozen was a great way to test it out.”

Dan Lauer, Lauer Financial