Welcome to the Knudge Help Center

This demo is an overview of Knudge from the clients’ perspective.  We’ll cover:

• How Knudge helps clients and advisors get things done
• How clients can snooze reminders and adjust scheduling
• How messages work

In this demo, we will cover how to customize each of your Firm Settings.  We’ll show you how to:

• Customize your firm’s identity, address, and logo
• Select industry for industry-specific templates
• Select broker-dealer and other affiliations
• Invite a team member
• Change a team member’s role
• Integrate your CRM
• Create firm-wide disclosures
• Enable customized disclosure for individual advisors
• Send nudges and reminders from your firm’s email address instead of Knudge
• Set up a bcc for all communications
• Silence “marked complete” notifications
• Add your own categories to Knudge
• Add and remove seats

In this demo, we will cover how to customize each of your Personal Settings.  We’ll show you how to:

• Change how your name appears
• Upload a picture
• Update your contact information
• Update your email signature that appears at the bottom of each nudge
• Enable/disable push notifications
• Change color scheme
• Select a preferred notification time
• Silence nudges when you are out of the office
• Select your preferred notification channels for different events
• Adding or changing a password
• Adding two-factor authentication (2FA)

We made it simple for your clients to interact with Knudge.  This demo will share best practices for onboarding your clients and helping them get the most out of Knudge.  This demo will cover:

• Using our template to introduce Knudge to your clients
• Inviting clients to text
• Inviting clients to register
• Using Knudge with tech-hesitant clients
• Using Knudge at your client meetings

Not on Redtail or Wealthbox?  Not to worry, importing contacts from any CRM is easy.  In this demo we will show you how to:

• Download contacts from your CRM to Knudge to a CSV file, with links to CRM specific instructions for Salesforce, Practifi, Envestnet/Tamarac, LeadLoft, AdvisorEngine, and Orion
• Uploading your CSV file
• Assigning a lead advisor
• Adding tags
• Viewing your contacts in Knudge

Integrating Knudge with Wealthbox  is simple!  This demo will walk through the integration process and how Knudge works with Wealthbox.  It will cover:

• Importing contacts into Knudge
• Syncing contacts between Wealthbox and Knudge
• How nudges will appear in Wealthboxwhen assigned and completed
• Linking to your contact in Knudge from Wealthbox
• Linking to your contact in Wealthbox from Knudge