Knudge Revenue and Competitors

Communication tech for financial planners that is specifically focused on managing your client's to-do list. > Real-time insight into the status of client action items with a shared to-list > Save time with automated messaging across email, text, and push notifications. > Prioritize your day with an advisor dashboard that aggregates action items across your client-base and highlights clients’ items that require attention > Accelerate action by deploying smart nudge templates and the behavioral insights > Support compliance and reinforce the value you deliver by generating a comprehensive activity record > Attract new clients with cutting edge technology. 63% of millennials expect to be able to engage with their advisors via mobile apps.* In-app-messaging opens up SEC-compliant text messaging without having to add a separate phone number or other cumbersome solutions. > Increase client retention. Be your client’s catalyst for action on all the things they should be dealing with throughout the year