Knudge
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Knudge
WEBknudge provides a shared to-do-list and sends timely reminders to keep everyone on the same page and help your clients get more done. Sign up for a free trial Go beyond the planning and make sure all the doing gets done.
Knudge.comAbout us - Knudge
WEBknudge provides advisors an easy and repeatable process for managing client action items and sends timely reminders to ensure their clients get stuff done. By automating and optimizing the follow up process, knudge increases the likelihood that clients will …
Knudge.comFor Clients - Knudge
WEBknudge helps us get stuff done without our advisor having to personally nag us to do it.
Knudge.comPricing - Knudge
WEBTry out knudge for free. 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.
Knudge.comHow advisors are using Knudge - Knudge
WEBThere 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 …
Knudge.comAll about nudges - Knudge
WEBJan 9, 2024 · knudge overview for clients; Getting started using knudge; Using knudge via text; Using the knudge app
Knudge.comFor Advisors - Knudge
WEBknudge automates task generation, notifications, and reminders, so nothing slips through the cracks. Advisors using knudge are experiencing task completion rates 4X the baseline. knudge helps advisors keep clients accountable, increasing their commitment to the plan and driving better outcomes.
Knudge.comHelp center - Knudge
WEBknudge Help Center. Product help and tutorials. Learn the basics and best practices for getting up and running with knudge.
Knudge.comGetting started using Knudge
WEBThis demo walks clients through everything the need to know to get started with knudge. We’ll cover: Responding via email to nudge; Marking nudges complete; Viewing nudge details including due dates and when the next reminder is scheduled to send; Customizing reminder scheduling; Snoozing reminders; Replying to a nudge in the app; Messaging
Knudge.comGetting Started with Knudge
WEBIn this tour we’ll show you how to easy it is to get started with knudge. We’ll cover: Integrating knudge with your CRM; Onboarding clients; Customizing your personal settings; Customizing your firm settings
Knudge.com