Knudge: Go beyond the planning and make sure all the doing gets done!

ABOUT this webinar
Topic: New Partner Spotlight: Knudge
Description: Managing Client Action Items with Knudge & Redtail CRM

Tired of setting reminders for yourself to remind your clients what they need to do? Come learn how to easily enable reminders for your clients without forcing them to sign up for another app. We will share best practices for setting up a shared to-do list with your clients to easily see what’s getting done and which clients need additional follow-up.

What is Knudge?
Knudge is a digital platform that allows financial planners to assign tasks for their clients and see at a glance, across your client base, what’s been actioned and what is still outstanding. You can stop chasing down old email chains and stop leaving reminders for yourself to remind your clients. Knudge will send timely reminders leading up to the due date via email, push notification and/or text notifications and will continue to send reminders after if specified.

Register now for this webinar on June 1 at 11 am Pacific.

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Knudge: Go beyond the planning and make sure all the doing gets done.

ABOUT Knudge Knudge is the first and only tool specifically focused on helping your clients take action.

Enter tasks for your clients and Knudge will send timely reminders leading up to the due date and continue to send reminders after if specified.

Your clients don’t need to register for Knudge and can simply receive the reminders via email, but if they choose to register or install the app, they can also set preferences for when they’d like to receive reminders, elect to receive push or text notifications, and see a shared to-do-list of assigned tasks as well as a history of all they have accomplished. You can also send informational nudges to share what you have done on their behalf. Clients can ask follow up questions via email or in-app messaging and advisors are notified when tasks are completed.

You can stop chasing down old email chains and stop leaving reminders for yourself to remind your clients. Knudge helps you stay organized and see at a glance, across your client base, what’s been actioned and what is still outstanding.

We can do the best planning in the world, but if we can’t get our clients to take action, then what’s it all worth?

Learn more or request a demo at Knudge.com.

WHAT ARE THE INTEGRATION POINTS BETWEEN KNUDGE AND REDTAIL CRM? With this integration Redtail CRM users can easily import their contacts into Knudge or link existing contacts to avoid duplicate data entry. Additionally, Knudge will push notes back into Redtail contact records when new nudges are posted or marked complete.

DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.