What do customers say about Knudge?
“I’ve been using Knudge for a few months now. 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 my peers.I’ve realized, now, that it’s so much more than that. I use the tool live on zoom calls to assign items on the call, allowing the client to pick when nudges will post / are due. During onboarding, Clients select (themselves) if they want to be notified by email or text, or both.
Clients get to see their completed items over time, which helps “show value” without explicitly mentioning it in conversation. It’s awesome!”
-Dan Rooker, Rook Financial