How often do you find yourself sending multiple follow up emails about a specific task?

We can do the best planning in the world, but if we can’t get our clients to take action, then what’s it all worth?

Assign action items for your clients and Knudge will provide a shared to-do-list and send timely reminders to keep everyone on the same page.

Commonwealth has made Knudge available to their network of advisors. We’re excited to share a demo and answer any questions you have.

Tuesday May 24th at 12:00PM ET

Dr. Moira Somers will be joining us to offer some tips and recommendations on how to give advice that actually gets implemented.

Register now

I’ve been loving Knudge! It’s changing the whole way I think about client engagement and my service calendar.

Tim Iseler, Iseler Financial

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 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

Knudge has become invaluable in my practice.  I’m in the habit of setting up nudges after every client meeting. What a relief that reminders are going out without jamming up my CRM.

When we found Knudge, we knew this was exactly what we were looking for to keep us and our clients accountable on outstanding action items.

Little did we know that our clients would be so responsive and follow through when consistently “nudged!”

“We decided to not overthink it and used it with the next 13 clients that we met with and created nudges for the action items that came out of their meetings.

It just worked.  Even clients that have been notoriously negligent were completing their tasks.

Moving forward with a paid subscription was a no-brainer, but the Baker’s Dozen was a great way to test it out.”

Dan Lauer, Lauer Financial