Welcome to the Knudge Help Center
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.
All about nudges
In this tour we’ll show you how to easy it is to create a nudge.
We’ll cover some details around:
- How to create a nudge
- How each of the fields in a nudge work
- Reminder scheduling & snoozing
- How to assign a nudge for multiple contacts at once
- How to use templates to increase efficiency
- How to assign nudges to yourself, teammates and other professional service providers
How advisors are using Knudge
There are hundreds of ways to use Knudge to help your clients manage their financial lives. Knudge comes with a library of templates to help you get started.
Read on to learn how you can use Knudge to:
- Onboard clients
- Schedule meetings
- Have more effective review meetings
- Increase your level of service and create a financial life calendar for your clients
- Help clients navigate different life events
- Get credit for the work you’re doing behind the scenes
Client onboarding
When onboarding new clients, you likely have the same set of tasks that you need your clients to complete. By creating a template for each task, you can streamline your onboarding process and simply assign the applicable templates for your new clients. To […]
Advisor Spotlight – TJ van Gerven of Modern Wealth Builders
For this equity comp advisor, Knudge is his daily driver for client communication.
When TJ van Gerven reaches out to clients, most often, he does it with a nudge.
The Boston-based advisor serves millennials receiving equity comp and kicks off the relationship with a nudge to upload their docs into the Right Capital vault. As he works through the initial planning process – in his case, this is a monthly meeting for the first quarter – he will send a follow-up Loom video embedded in a nudge.
Once the relationship is in flight, TJ sends a variety of nudges to keep it running smoothly.
“I try to use it for everything now,” he said. “[Especially] because it integrates with Wealthbox for notes.”
On a quarterly basis, clients receive informational nudges (these are nudges that send just one notification) to invite them to schedule a […]
Guiding Your Client’s Financial Journey
Dave Connolly, CEO and Co-Founder of Knudge, and Dr. Moira Summers, Financial Psychologist, Executive Coach and Behavioral Strategist at Knudge join host Matt Reiner on the latest episode of Bridging The Gap.
We explore procrastination, three steps of implementation for your clients, the shared responsibility of implementation, what works and what doesn’t work when it comes to helping your clients reach financial goals, and more.
We also dive into a conversation about how simple reminders from you as the advisor can have a huge impact on your clients’ financial journey.
About the Show
Bridging the Gap is a financial podcast hosted by CEO Matt Reiner focused on bringing together leaders from the finance and the technology industries to focus on innovating the financial services industry.
Overcoming the Status Quo Bias with the Fresh Start Effect
Here at Knudge, we’ve noticed that some of our new members take a long time to start assigning nudges to their clients. Behavioral economics research tells us why.
One of the biggest barriers to behavior change is the Status Quo Bias: the tendency to stick to whatever path we’re on, even when we are convinced that better things await us on a different path. It’s the psychological version of physics’ inertia. It keeps us right where we are because switching to something new and better is just so much more… effortful at the beginning.
If you’re like most Knudge users, you signed up with Knudge for one or more of the following excellent reasons:
- You want to make it easier for your clients to remember and complete their To Do list.
- You want to cut […]
Knudge overview: How to help your clients take action
Dr. Moira Somers, financial psychologist, and international best-selling author of Advice That Sticks discusses what it takes to help people take action on the advice and recommendations of their advisors.
See a quick demo of how Knudge can help you manage your clients action items and help them get more done
Knudge Co-founder, and financial advisor, Shaun Erickson shares how they rolled out Knudge at his firm, Single Point Partners.
Learn what your clients are really looking for – getting to a state of action.