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Still have questions? Email us at support@knudge.com or schedule some time so we can answer your questions and share some tips to help you get the most out of Knudge.
Knudge integrates with Quin
From “We’ll do that” to “It’s done”
Client follow-through shouldn’t depend on sticky notes, memory, or extra admin work.
The Quin + Knudge integration connects Quin’s AI-powered meeting intelligence with Knudge’s proven client reminder system—so the commitments made in conversations actually turn into completed actions.
What is Quin?
Quin is an AI assistant built to eliminate the busywork that follows meetings. It listens to conversations, captures key takeaways, and automatically creates tasks, follow-ups, and drafts—without disrupting your workflow.
Instead of spending time translating meeting notes into action items, Quin does it for you—accurately, instantly, and in context.
With Quin, advisors can:
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Capture action items directly from meetings and conversations
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Automatically generate tasks, […]
Engineering: Security on the Internet
Your antivirus software might not be acting in your best interest. We, at Knudge, have encountered multiple instances of cybersecurity software interfering with our user’s connection to our service. When we dug into why, we found that many of these cybersecurity solutions were eroding security and monitoring user traffic, all without end users being aware of exactly what was happening.
“Cybersecurity”
Hi there! This is Logan with Knudge Engineering. I’m passionate about security best-practices, especially realistic ones — things that keep data safe without users having to bend over backwards. Things that can simultaneously make a system easier to use, while also improving its overall “security posture” (how secure a system is overall). This article is meant for a non-technical audience, but please do reach out to us if you’d like to know more, or if there’s anything that could use further […]
Nudge Participants
- Team members that are participants receive communications regarding messages, and status changes (like marked complete notifications) according to their communication preferences.
- Recipients/assignees receive communications regarding notifications, reminders, messages and status changes according to their communication preferences and the nudge and organization settings.
- Associated contacts (for nudges assigned internally or to other professionals) receive communications regarding notifications (when the nudge is posted), messages and status changes according to their communication preferences and the nudge and organization settings.
- Authoring the nudge
- Being the team member that the nudge is “from”
- Being the lead advisor for the recipient or associated contact
- Engaging with the nudge messaging either in app or in reply to an email.
Knudge integrates with XLR8
XLR8 is a highly customized version of Salesforce built specifically for the Financial Services industry.
As a Salesforce Partner since 2010, they have harnessed the power of the Salesforce platform and view it through the lens of Financial Advisors, Wealth Managers, and Financial Planners.
With this integration, advisors on XLR8 can seamlessly connect their CRM to Knudge and help their clients achieve better outcomes with less effort and less stress along the way.
Notes and best practices:
- Each user at your firm will want to set up the integration. The integration is established at the user level to respect user specific access rights within XLR8.
- You’ll want to leave the integration authorized. This allows us to be able to send the notes back to XLR8 about activity in Knudge.
- Imported contacts will stay linked to their contact […]
Import tags from any CRM
In this tour we’ll show you how to add tags from ANY CRM and turn any CRM field into a Knudge tag.
Building Stronger Bonds to Increase Client Retention
Two of the most common reasons clients leave their advisors are infrequent/ineffective communication and misaligned financial goals. Improving the efficacy of the former has the added benefit of also preventing the latter.
Improving client communication
Reaching out to schedule an annual or semi-annual review is of course necessary, but not nearly enough. For many clients, a review with their advisor is akin to a dental checkup; just substitute not reducing their spending and making the promised increase in 401(k) contributions for sugary drinks and intermittent (at best) flossing. Monthly newsletters sent to your entire book are nice, but it is difficult to make content created for everyone timely and relevant to anyone.
Creating regular, targeted outreach to remind clients of things they need to do or actions you took on their behalf – at the time when the information is relevant – […]