Try Knudge out for free
Knudge keeps track of everything and automates the follow up process to save time and increase the completion and response rates of actionable requests.
With Knudge you can add additional service offerings with minimal overhead, attract new clients, streamline the on boarding process, increase client retention, and increase revenue margins per client.
All plans include free iOS, Android & Web App for end clients
I’ve been using Knudge for two months now. 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 my 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. Client couples can see tasks at the household level which (could) help them feel like they are a team in getting personal finance to-do’s done while automated reminders get sent to the individual within the household.