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.
| Website | https://knudge.com |
| Employees | 5 (4 on RocketReach) |
| Founded | 2018 |
| Address | 277 Dartmouth St, Boston, Massachusetts 02116, US |
| Technologies | |
| Industry | Software Development |
| Keywords | Client Engagement Software, Client Relationship Management, Digital Client Engagement, Practice Management Software, Client Onboarding Platform, Client Success Tools, Reminder Software, Client Communication Platform, Client Success Platform, Wealth Management Technology, Workflow Automation Software, Financial Advisor Tools, Financial Planning Software, Advisor Technology, Client Portal Software |
| Competitors | Duolingo, Babbel, Busuu, Lingoda GmbH, Pimsleur Language Programs, Memrise, HelloTalk, Tandem - Language Exchange, Drops Language Learning, SPEAKLY - unlocking your language skills! +35 more (view full list) |
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Knudge Questions
Dave Connolly is the Co-Founder and CEO of Knudge.
4 people are employed at Knudge.
Knudge is based in Boston, Massachusetts.
Top Knudge Employees
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Dave Connolly
Co-Founder and CEO at Knudge
Boston, MA, US33 -
Logan Moore
Co-founder and CTO at Knudge
San Diego, CA, US13 -
Jay Devivo
Head of Operations and Customer Success at Knudge
Boston, MA, US24 -
Darien Valentine
Front End Architect at Knudge
Boston, MA, US23
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