Knudge
HQ Address
277 Dartmouth Street, 4th Floor, Boston, MA 02116, United States
Website Address
Business introduction
Less effort. Less stress. Better outcomes
Knudge equips advisors with a system and process that supports clients in tracking and completing action items
Knudge is a client engagement tool that helps financial professionals keep their clients on track with the things they need to do.
Knudge provides an easy and repeatable process for managing client facing action items and sends timely reminders to help ensure clients get stuff done. By automating and optimizing the follow up process, Knudge empowers financial professionals to touch on more areas of their clients’ lives and develop deeper and longer relationships.
Financial professionals that are using Knudge are appreciating tremendous time savings, more organization, and helping their clients get much more done in a timely manner.
Knudge Solutions
Knudge
We built Knudge because we were spending a lot of time following up with our clients only to still have them not complete their assigned tasks. We knew we weren’t alone. Does this post-review meeting sequence look familiar? Assign your client tasks Set yourself reminders to see if they’ve been completed Figure out what’s completed......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
