We built Knudge because we needed a better process for helping our clients take action. We were already spending a lot of time and energy nudging our clients to follow through on their action items – only often ineffectively.

Countless hours were spent digging through old emails to try to figure out what was actioned and what was still outstanding, we were leaving reminders for ourselves to follow up and remind our clients, and we were even losing sleep at night worrying that maybe they were letting something important fall through the cracks.

And we knew we weren’t alone. We spoke with other financial planners, financial coaches, accountants, attorneys, etc. and across the board, service oriented professionals were spending a lot of time following up with their clients only to have mixed results and lots of frustration.

There had to be a better way. Now, Knudge helps us stay organized and and simultaneously has increased the completion rate of actionable requests.