With Knudge, advisors are…

streamlining operations

                managing more of their clients’ financial lives 

                               helping clients appreciate their value

Automate administrative work

Swift and efficient client onboarding

Create a template for each of task in your onboarding process and assign the applicable to template. You can use this template to let your clients know you are using Knudge to help keep them on track.

Automatic meeting scheduling

Never chase down clients for review meetings again. Put your scheduling tool in a recurring nudge and let Knudge manage the process. Clients receive timely reminders and you have record of the outreach.

Streamline document and form collectioin

Create recurring nudges in templates with a link to your document collection tool and Knudge will collect your clients’ tax returns, paystubs, and statements so you and your team can do more important work.

Systematize client communications

Keep your clients accountable

401k contributions and allocations, tax payments, benefit elections – there are so many actions critical to your clients’ financial and personal success that only they can execute. Knudge lets you keep them accountable.     

Simplify meeting prep

See everything that has been completed and what remain outstanding to quickly prepare for meetings. Tie completed tasks to progress on client goals and use uncompleted tasks as a guide to asking the right questions.

Align expectations

Help clients better appreciate the work you do on their behalf by copying them on nudges you assign to yourself, team members, or outside partners.

Create financial calendars for your clients

When you use templates to create recurring nudges, it is easy to create financial calendars for each of your clients, providing touchpoints and high-value assistance throughout the year. You can assign these templates to many clients at once, and since they recur, you’ll never need to think about them again. Here are some ideas:

Winter:

Spring:

Summer:

Fall:

Help clients navigate life events

Create a series of nudge templates so that you are always ready to help clients navigate major life events. 10 of the life events advisors frequently find themselves addressing:

  • Birth of a child or grandchild
  • Buying/selling a business
  • Buying/selling a home
  • Changing jobs
  • Caring for an aging parent
  • Child starting college
  • Death of a parent or spouse
  • Divorce
  • Getting married
  • Retiring

Manage long-dated decision points

There are decisions made today (or yesterday) that will require additional choices in the (often distant) future. Annuities, insurance, pensions, and deferred compensation, to name a few. When you include Knudge in that process, you can be confident that nothing will slip through the cracks.

Show clients your work

Help clients better appreciate the work you do on their behalf by copying them on nudges you assign to yourself, team members, or outside partners. They’ll be notified when the nudge is assigned, when it is completed, and by whom. Tasks created in Knudge also serve as a way to document your implementation of the plan.

Go above and beyond

Because tasks are automated in Knudge, it’s easy to provide support to any aspect of your clients’ lives. Advisors use Knudge to remind their clients to renew their drivers and passports, and even to remember their anniversaries! The only limit is your imagination.