Solution introduction
Go beyond the planning and make sure all the doing gets done
Knudge automates client task management freeing you to focus on higher-value work and building your business
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 and what’s outstanding
- Sort through emails to find last exchange and remind them to complete missing tasks
- Repeat steps 2 – 4 until tasks are done or you give up
Knudge 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.
